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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
442,017
shares
|
$34.7 Million
2.54% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
432,815
shares
|
$34 Million
0.55% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
429,142
shares
|
$33.7 Million
6.83% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
403,623
shares
|
$31.7 Million
7.47% of portfolio
|
Q2 2025
Added 113.19%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
402,871
shares
|
$31.6 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
400,682
shares
|
$31.4 Million
13.98% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
387,857
shares
|
$30.4 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$28.1 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
358,129
shares
|
$28.1 Million
5.05% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
351,411
shares
|
$27.6 Million
0.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
335,387
shares
|
$26.3 Million
13.57% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
335,263
shares
|
$26.3 Million
9.6% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
324,550
shares
|
$25.5 Million
2.12% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
318,824
shares
|
$25 Million
1.66% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
316,195
shares
|
$24.8 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
314,294
shares
|
$24.7 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
304,902
shares
|
$23.9 Million
3.36% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
296,552
shares
|
$23.3 Million
8.39% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
296,116
shares
|
$23.2 Million
14.06% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
292,764
shares
|
$23 Million
1.02% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
289,040
shares
|
$22.7 Million
3.22% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
286,578
shares
|
$22.5 Million
1.17% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
281,590
shares
|
$22.1 Million
0.17% of portfolio
|
Q2 2025
Added 304.71%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
278,983
shares
|
$21.9 Million
0.19% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
277,860
shares
|
$21.8 Million
2.21% of portfolio
|
Q2 2025
Added 2.44%
|