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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
738,617
shares
|
$54.1 Million
6.29% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
710,627
shares
|
$52.1 Million
3.37% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
689,463
shares
|
$50.5 Million
10.34% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
657,878
shares
|
$48.2 Million
0.01% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
657,309
shares
|
$48.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
653,815
shares
|
$47.9 Million
7.56% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$47.1 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
628,541
shares
|
$46.1 Million
4.67% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$45.4 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
596,607
shares
|
$43.7 Million
6.06% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$41.4 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
552,551
shares
|
$40.5 Million
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
523,959
shares
|
$38.4 Million
3.78% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
503,803
shares
|
$36.9 Million
0.19% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
479,307
shares
|
$35.1 Million
0.01% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
475,099
shares
|
$34.8 Million
0.04% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
467,708
shares
|
$34.3 Million
0.12% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
450,053
shares
|
$33 Million
0.02% of portfolio
|
Q1 2025
Added 37.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$32.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
432,298
shares
|
$31.7 Million
6.94% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
415,047
shares
|
$30.4 Million
0.54% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
413,763
shares
|
$30.3 Million
0.38% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
413,727
shares
|
$30.3 Million
2.38% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
409,567
shares
|
$30 Million
0.95% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
401,775
shares
|
$29.4 Million
0.01% of portfolio
|
Q1 2025
Added 42.6%
|