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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
390,207
shares
|
$28.6 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
387,857
shares
|
$28.4 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$26.3 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
346,865
shares
|
$25.4 Million
0.17% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
346,386
shares
|
$25.4 Million
2.24% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
343,697
shares
|
$25.2 Million
13.42% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
339,584
shares
|
$24.9 Million
0.95% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
336,393
shares
|
$24.7 Million
4.76% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
332,825
shares
|
$24.4 Million
6.23% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
331,389
shares
|
$24.3 Million
9.64% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
323,171
shares
|
$23.7 Million
2.19% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
321,344
shares
|
$23.5 Million
8.35% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
315,264
shares
|
$23.1 Million
1.51% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
304,902
shares
|
$22.3 Million
3.36% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
303,011
shares
|
$22.2 Million
1.66% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
294,009
shares
|
$21.5 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
287,245
shares
|
$21 Million
11.18% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
281,321
shares
|
$20.6 Million
13.79% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$20.1 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
272,048
shares
|
$19.9 Million
1.08% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
271,238
shares
|
$19.9 Million
2.45% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
264,535
shares
|
$19.4 Million
5.39% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
262,834
shares
|
$19.3 Million
7.27% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
261,669
shares
|
$19.2 Million
8.42% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
260,466
shares
|
$19.1 Million
0.93% of portfolio
|
Q1 2025
Added 11.82%
|