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 376 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
23,806
shares
|
$1.52 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
23,534
shares
|
$1.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
23,245
shares
|
$1.48 Million
0.35% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,979
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
22,729
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
22,652
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
22,419
shares
|
$1.43 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,276
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
21,850
shares
|
$1.39 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
21,655
shares
|
$1.38 Million
1.08% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
21,551
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
21,529
shares
|
$1.37 Million
0.98% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
21,292
shares
|
$1.36 Million
1.1% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
20,929
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2024
Added 175.42%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
20,393
shares
|
$1.3 Million
0.49% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.3 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,550
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,322
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
19,296
shares
|
$1.23 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,287
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,983
shares
|
$1.21 Million
0.46% of portfolio
|
Q3 2023
Reduced 13.94%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
18,871
shares
|
$1.2 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
18,816
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
18,564
shares
|
$1.18 Million
0.77% of portfolio
|
Q4 2024
Reduced 67.83%
|