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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
199,201
shares
|
$15.6 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
197,171
shares
|
$15.5 Million
2.14% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
195,834
shares
|
$15.4 Million
4.11% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
191,995
shares
|
$15.1 Million
3.37% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
189,774
shares
|
$14.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
187,592
shares
|
$14.7 Million
0.08% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
183,400
shares
|
$14.4 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
180,736
shares
|
$14.2 Million
1.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
176,984
shares
|
$13.9 Million
2.48% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
176,636
shares
|
$13.9 Million
5.73% of portfolio
|
Q2 2025
Added 52785.03%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
176,150
shares
|
$13.8 Million
8.12% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
175,439
shares
|
$13.8 Million
3.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
169,535
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
165,551
shares
|
$13 Million
4.64% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
165,447
shares
|
$13 Million
3.22% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
161,992
shares
|
$12.7 Million
0.9% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
159,546
shares
|
$12.5 Million
4.66% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
158,517
shares
|
$12.4 Million
0.07% of portfolio
|
Q2 2025
Added 285.23%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
158,213
shares
|
$12.4 Million
0.91% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
157,570
shares
|
$12.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$12.3 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
154,777
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
147,062
shares
|
$11.5 Million
4.69% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
146,813
shares
|
$11.5 Million
3.33% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
143,703
shares
|
$11.3 Million
2.55% of portfolio
|
Q2 2025
Added 25.23%
|