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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
53,635
shares
|
$4.21 Million
0.07% of portfolio
|
Q2 2025
Added 227.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
53,076
shares
|
$4.16 Million
0.08% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
51,847
shares
|
$4.07 Million
0.92% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
50,789
shares
|
$3.98 Million
2.01% of portfolio
|
Q2 2025
Added 132.82%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
49,829
shares
|
$3.91 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
48,965
shares
|
$3.84 Million
1.42% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,885
shares
|
$3.84 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
48,512
shares
|
$3.81 Million
1.7% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
48,420
shares
|
$3.8 Million
3.27% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
48,158
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
46,825
shares
|
$3.67 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
46,416
shares
|
$3.64 Million
1.38% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
46,165
shares
|
$3.62 Million
0.15% of portfolio
|
Q2 2025
Added 99.87%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
45,935
shares
|
$3.6 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
45,625
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
45,468
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
45,372
shares
|
$3.56 Million
1.59% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
45,175
shares
|
$3.54 Million
0.7% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
44,803
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
44,534
shares
|
$3.49 Million
0.57% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
43,563
shares
|
$3.42 Million
1.42% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
43,500
shares
|
$3.41 Million
2.19% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
42,852
shares
|
$3.36 Million
0.58% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
42,547
shares
|
$3.34 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
41,978
shares
|
$3.29 Million
0.31% of portfolio
|
Q2 2025
Added 12.81%
|