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 483 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
87,032
shares
|
$6.5 Million
3.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
86,604
shares
|
$6.46 Million
0.4% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
86,424
shares
|
$6.45 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
85,494
shares
|
$6.38 Million
1.27% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
85,458
shares
|
$6.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
84,222
shares
|
$6.29 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
82,529
shares
|
$6.16 Million
4.6% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
80,754
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2025
Added 123.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
80,054
shares
|
$5.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
73,814
shares
|
$5.51 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
73,448
shares
|
$5.48 Million
2.01% of portfolio
|
Q1 2025
Added 68.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
71,945
shares
|
$5.37 Million
0.29% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
70,695
shares
|
$5.28 Million
2.36% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
70,629
shares
|
$5.27 Million
1.66% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
69,691
shares
|
$5.2 Million
0.23% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
69,637
shares
|
$5.2 Million
3.04% of portfolio
|
Q4 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
69,579
shares
|
$5.19 Million
0.05% of portfolio
|
Q1 2025
Added 83.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
66,525
shares
|
$4.97 Million
0.12% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
66,237
shares
|
$4.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
65,768
shares
|
$4.91 Million
2.91% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
64,913
shares
|
$4.85 Million
2.15% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
64,270
shares
|
$4.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
61,206
shares
|
$4.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
60,880
shares
|
$4.54 Million
0.28% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
59,921
shares
|
$4.47 Million
2.0% of portfolio
|
Q1 2025
Added 3.62%
|