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 483 institutions that hold shares in the stock, with a total of 82.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,700
shares
|
$126,905
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,697
shares
|
$126,681
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,683
shares
|
$125,635
0.04% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,630
shares
|
$121,679
0.09% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,614
shares
|
$120,485
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,560
shares
|
$116,454
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,439
shares
|
$107,421
0.0% of portfolio
|
Q2 2025
Reduced 65.92%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$104,510
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,393
shares
|
$103,987
0.07% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,342
shares
|
$100,180
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,270
shares
|
$94,805
0.0% of portfolio
|
Q1 2025
Reduced 32.09%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,213
shares
|
$90,550
0.01% of portfolio
|
Q1 2025
Added 243.63%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,169
shares
|
$87,265
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,028
shares
|
$76,740
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
970
shares
|
$72,410
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
964
shares
|
$71,962
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
717
shares
|
$53,524
0.01% of portfolio
|
Q1 2024
Reduced 58.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
642
shares
|
$47,925
0.0% of portfolio
|
Q2 2025
Added 234.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
625
shares
|
$46,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
550
shares
|
$41,057
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
525
shares
|
$39,191
0.01% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
497
shares
|
$37,101
0.01% of portfolio
|
Q3 2023
Reduced 86.53%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
493
shares
|
$36,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
334
shares
|
$24,933
5.9% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
265
shares
|
$19,782
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|