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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
258,530
shares
|
$18.9 Million
0.28% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
252,082
shares
|
$18.5 Million
6.07% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
251,302
shares
|
$18.4 Million
6.94% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
250,116
shares
|
$18.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 24.28%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
241,204
shares
|
$17.7 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
238,790
shares
|
$17.5 Million
2.32% of portfolio
|
Q1 2025
Added 216.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
238,431
shares
|
$17.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
235,733
shares
|
$17.3 Million
6.19% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
230,466
shares
|
$16.9 Million
7.11% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
225,693
shares
|
$16.5 Million
2.18% of portfolio
|
Q1 2025
Added 88.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
225,613
shares
|
$16.5 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
217,776
shares
|
$16 Million
2.53% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
217,528
shares
|
$15.9 Million
6.74% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
213,268
shares
|
$15.6 Million
2.23% of portfolio
|
Q1 2025
Added 27.14%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
210,285
shares
|
$15.4 Million
4.89% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
209,840
shares
|
$15.4 Million
0.22% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
202,182
shares
|
$14.8 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
197,825
shares
|
$14.5 Million
0.35% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
195,834
shares
|
$14.4 Million
4.11% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
189,329
shares
|
$13.9 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
186,833
shares
|
$13.7 Million
1.95% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
182,601
shares
|
$13.4 Million
9.2% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
179,203
shares
|
$13.1 Million
3.28% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
179,033
shares
|
$13.1 Million
1.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
172,043
shares
|
$12.6 Million
2.86% of portfolio
|
Q1 2025
Added 2.5%
|