Institutional Ownership American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE). We have compiled data on the 459 institutions that hold shares in the stock, with a total of 81 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
603
shares
|
$44,187
0.03% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
497
shares
|
$36,420
0.01% of portfolio
|
Q3 2023
Reduced 86.53%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
493
shares
|
$36,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
462
shares
|
$33,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
334
shares
|
$24,475
5.9% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
298
shares
|
$21,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
296
shares
|
$21,690
0.01% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
236
shares
|
$17,294
0.0% of portfolio
|
Q1 2025
Added 93.44%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
230
shares
|
$16,854
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
202
shares
|
$14,802
0.0% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
192
shares
|
$14,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
190
shares
|
$13,923
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
187
shares
|
$13,703
0.0% of portfolio
|
Q1 2025
Added 55.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
178
shares
|
$13,043
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$12,311
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
148
shares
|
$10,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
147
shares
|
$10,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
142
shares
|
$10,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
135
shares
|
$9,892
0.0% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
125
shares
|
$9,160
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
102
shares
|
$7,474
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
70
shares
|
$5,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
59
shares
|
$4,323
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$4,250
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
25
shares
|
$1,832
0.0% of portfolio
|
Q1 2025
Added 1150.0%
|