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 82.6 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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
741,046
shares
|
$55.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
738,696
shares
|
$55.1 Million
10.65% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
738,617
shares
|
$55.1 Million
6.29% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
731,327
shares
|
$54.6 Million
3.84% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
689,463
shares
|
$51.5 Million
10.34% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
657,878
shares
|
$49.1 Million
0.01% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
657,309
shares
|
$49.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
648,602
shares
|
$48.4 Million
7.53% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$48 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
|
$46.9 Million
4.67% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
621,784
shares
|
$46.4 Million
6.4% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$46.2 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
579,123
shares
|
$43.2 Million
4.21% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$42.2 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
552,551
shares
|
$41.2 Million
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
542,167
shares
|
$40.5 Million
1.14% of portfolio
|
Q2 2025
Added 32.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
503,803
shares
|
$37.6 Million
0.19% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
497,457
shares
|
$37.1 Million
0.13% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
479,307
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
475,099
shares
|
$35.5 Million
0.04% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
450,053
shares
|
$33.6 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
|
$33.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
429,142
shares
|
$32 Million
6.83% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
415,047
shares
|
$31 Million
0.54% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
413,763
shares
|
$30.9 Million
0.38% of portfolio
|
Q1 2025
Added 8.16%
|