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 432 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
246,133
shares
|
$16.5 Million
6.91% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
234,405
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
232,933
shares
|
$15.6 Million
0.83% of portfolio
|
Q4 2024
Added 36.21%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
232,340
shares
|
$15.5 Million
5.89% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
224,893
shares
|
$15 Million
0.25% of portfolio
|
Q4 2024
Added 41.2%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
212,958
shares
|
$14.2 Million
4.65% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
211,578
shares
|
$14.1 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
208,801
shares
|
$14 Million
5.96% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
206,379
shares
|
$13.8 Million
0.18% of portfolio
|
Q4 2024
Added 23.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
205,952
shares
|
$13.8 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
195,720
shares
|
$13.1 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
195,147
shares
|
$13 Million
4.22% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
191,968
shares
|
$12.8 Million
2.17% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
191,484
shares
|
$12.8 Million
1.9% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
190,988
shares
|
$12.8 Million
2.99% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
183,192
shares
|
$12.2 Million
6.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
181,537
shares
|
$12.1 Million
0.04% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
180,537
shares
|
$12.1 Million
8.66% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
178,531
shares
|
$11.9 Million
0.99% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
177,421
shares
|
$11.9 Million
1.14% of portfolio
|
Q4 2024
Reduced 76.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
172,105
shares
|
$11.5 Million
0.3% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
167,850
shares
|
$11.2 Million
2.58% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
167,743
shares
|
$11.2 Million
1.66% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
161,895
shares
|
$10.8 Million
4.11% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
159,081
shares
|
$10.6 Million
7.4% of portfolio
|
Q4 2024
New holding
|