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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
56,134
shares
|
$4.11 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
55,778
shares
|
$4.09 Million
1.19% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,709
shares
|
$4.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
54,186
shares
|
$3.97 Million
2.16% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
51,731
shares
|
$3.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 89.55%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
50,838
shares
|
$3.73 Million
0.83% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
50,366
shares
|
$3.69 Million
0.41% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,961
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
49,317
shares
|
$3.61 Million
1.19% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
48,326
shares
|
$3.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
47,948
shares
|
$3.51 Million
0.08% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
47,337
shares
|
$3.47 Million
1.53% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
46,566
shares
|
$3.41 Million
0.14% of portfolio
|
Q1 2025
Added 64.27%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
46,235
shares
|
$3.39 Million
2.13% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
44,818
shares
|
$3.28 Million
0.68% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
43,513
shares
|
$3.19 Million
1.57% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
43,452
shares
|
$3.18 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,253
shares
|
$3.17 Million
0.09% of portfolio
|
Q1 2025
Added 62.0%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
42,776
shares
|
$3.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
42,398
shares
|
$3.11 Million
1.83% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
41,834
shares
|
$3.07 Million
2.16% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
41,182
shares
|
$3.02 Million
0.55% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
41,165
shares
|
$3.02 Million
1.02% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
41,149
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
40,974
shares
|
$3 Million
0.82% of portfolio
|
Q1 2025
New holding
|