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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
167,243
shares
|
$12.3 Million
8.09% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
165,551
shares
|
$12.1 Million
4.64% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
163,426
shares
|
$12 Million
4.96% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
163,328
shares
|
$12 Million
2.14% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
159,562
shares
|
$11.7 Million
0.07% of portfolio
|
Q1 2025
Added 91.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
158,738
shares
|
$11.6 Million
4.55% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
157,787
shares
|
$11.6 Million
1.09% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
157,627
shares
|
$11.6 Million
3.66% of portfolio
|
Q1 2025
Added 190.1%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$11.5 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
147,358
shares
|
$10.8 Million
0.85% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
146,927
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
143,701
shares
|
$10.5 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
143,052
shares
|
$10.5 Million
2.8% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
132,628
shares
|
$9.72 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
130,527
shares
|
$9.57 Million
1.75% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
127,117
shares
|
$9.32 Million
7.25% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
127,067
shares
|
$9.31 Million
5.17% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
125,068
shares
|
$9.16 Million
2.08% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,041
shares
|
$9.09 Million
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
121,235
shares
|
$8.88 Million
1.51% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$8.83 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
118,661
shares
|
$8.7 Million
7.01% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
118,400
shares
|
$8.68 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
114,754
shares
|
$8.41 Million
1.85% of portfolio
|
Q1 2025
Added 41.3%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
113,780
shares
|
$8.34 Million
7.27% of portfolio
|
Q1 2025
Added 53.92%
|