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 526 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,021
shares
|
$236,997
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
3,000
shares
|
$235,350
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,935
shares
|
$230,250
0.0% of portfolio
|
Q2 2025
Added 131.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,862
shares
|
$224,523
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,856
shares
|
$224,053
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
2,797
shares
|
$219,424
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,773
shares
|
$217,541
0.02% of portfolio
|
Q2 2025
Added 1075.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
2,759
shares
|
$216,443
0.12% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,759
shares
|
$216,443
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,737
shares
|
$214,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,733
shares
|
$214,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,190
shares
|
$171,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,175
shares
|
$170,628
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
2,147
shares
|
$168,432
0.12% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,787
shares
|
$140,190
0.07% of portfolio
|
Q1 2025
Reduced 74.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,775
shares
|
$139,248
0.05% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$133,365
0.02% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,683
shares
|
$132,031
0.04% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,614
shares
|
$126,618
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,560
shares
|
$122,382
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,537
shares
|
$120,577
0.0% of portfolio
|
Q2 2025
Added 6048.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,439
shares
|
$112,889
0.0% of portfolio
|
Q2 2025
Reduced 65.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
1,409
shares
|
$110,536
0.07% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,400
shares
|
$109,830
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,342
shares
|
$105,279
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|