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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,202
shares
|
$94,296
0.07% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
997
shares
|
$78,214
0.0% of portfolio
|
Q2 2025
Added 433.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
970
shares
|
$76,096
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
964
shares
|
$75,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
818
shares
|
$64,172
0.03% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
815
shares
|
$63,936
0.01% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
788
shares
|
$61,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
773
shares
|
$60,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
717
shares
|
$56,248
0.01% of portfolio
|
Q1 2024
Reduced 58.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
648
shares
|
$50,835
0.0% of portfolio
|
Q2 2025
Added 340.82%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
642
shares
|
$50,364
0.0% of portfolio
|
Q2 2025
Added 234.38%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
550
shares
|
$43,147
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
525
shares
|
$41,186
0.01% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
497
shares
|
$38,989
0.01% of portfolio
|
Q3 2023
Reduced 86.53%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
433
shares
|
$33,968
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
336
shares
|
$26,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
317
shares
|
$24,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
314
shares
|
$24,633
0.0% of portfolio
|
Q2 2025
Reduced 74.11%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
301
shares
|
$23,613
0.0% of portfolio
|
Q2 2025
Reduced 88.57%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
275
shares
|
$21,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
265
shares
|
$20,789
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
221
shares
|
$17,337
0.01% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
195
shares
|
$15,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
190
shares
|
$14,905
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
183
shares
|
$14,356
0.01% of portfolio
|
Q2 2025
Reduced 20.43%
|