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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
110,822
shares
|
$8.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
110,461
shares
|
$8.09 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
108,953
shares
|
$7.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
105,692
shares
|
$7.75 Million
0.44% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
104,865
shares
|
$7.68 Million
0.47% of portfolio
|
Q4 2024
Added 64.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
104,569
shares
|
$7.66 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
102,970
shares
|
$7.55 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
100,008
shares
|
$7.33 Million
3.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
99,616
shares
|
$7.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
98,695
shares
|
$7.23 Million
0.08% of portfolio
|
Q1 2025
Added 253.67%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
96,208
shares
|
$7.05 Million
4.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
95,170
shares
|
$6.97 Million
2.14% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
93,350
shares
|
$6.84 Million
4.94% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
93,314
shares
|
$6.84 Million
6.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
92,241
shares
|
$6.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
91,798
shares
|
$6.73 Million
1.74% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
91,265
shares
|
$6.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
90,136
shares
|
$6.61 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$6.55 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
88,722
shares
|
$6.5 Million
2.24% of portfolio
|
Q1 2025
Reduced 29.51%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
88,105
shares
|
$6.46 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
87,840
shares
|
$6.44 Million
4.83% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
87,789
shares
|
$6.43 Million
0.81% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
87,200
shares
|
$6.39 Million
0.16% of portfolio
|
Q4 2024
Added 776.91%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
86,604
shares
|
$6.35 Million
0.4% of portfolio
|
Q1 2025
Added 0.74%
|