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 |
|---|---|---|---|---|---|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
139,843
shares
|
$11 Million
1.35% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
139,279
shares
|
$10.9 Million
5.32% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
134,178
shares
|
$10.5 Million
2.11% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
133,792
shares
|
$10.5 Million
6.02% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
130,155
shares
|
$10.2 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
129,024
shares
|
$10.1 Million
1.34% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,041
shares
|
$9.73 Million
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$9.45 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
117,811
shares
|
$9.24 Million
7.12% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
116,445
shares
|
$9.14 Million
0.0% of portfolio
|
Q2 2025
Added 44.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
114,952
shares
|
$9.02 Million
0.2% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
114,297
shares
|
$8.97 Million
6.97% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
113,184
shares
|
$8.88 Million
1.82% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
111,148
shares
|
$8.72 Million
4.28% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
107,549
shares
|
$8.44 Million
6.17% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
106,261
shares
|
$8.34 Million
0.21% of portfolio
|
Q2 2025
Added 105.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
105,987
shares
|
$8.31 Million
0.04% of portfolio
|
Q2 2025
Added 73.16%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
105,692
shares
|
$8.29 Million
0.59% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
100,774
shares
|
$7.91 Million
3.46% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
99,690
shares
|
$7.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
99,150
shares
|
$7.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
98,836
shares
|
$7.75 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
98,737
shares
|
$7.75 Million
4.26% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
97,802
shares
|
$7.67 Million
1.95% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
96,556
shares
|
$7.57 Million
5.16% of portfolio
|
Q2 2025
Added 3.43%
|