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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
236
shares
|
$17,617
0.0% of portfolio
|
Q1 2025
Added 93.44%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
221
shares
|
$16,497
0.01% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
202
shares
|
$15,079
0.0% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
195
shares
|
$14,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
190
shares
|
$14,183
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
187
shares
|
$13,959
0.0% of portfolio
|
Q1 2025
Added 55.83%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
183
shares
|
$13,660
0.01% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
178
shares
|
$13,287
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$12,541
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
160
shares
|
$11,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
148
shares
|
$11,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
147
shares
|
$10,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
135
shares
|
$10,077
0.0% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
125
shares
|
$9,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
109
shares
|
$8,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
102
shares
|
$7,614
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
70
shares
|
$5,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
63
shares
|
$4,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
59
shares
|
$4,404
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$4,329
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
55
shares
|
$4,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
53
shares
|
$3,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
25
shares
|
$1,866
0.0% of portfolio
|
Q1 2025
Added 1150.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
21
shares
|
$1,567
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
17
shares
|
$1,269
0.0% of portfolio
|
Q1 2022
New holding
|