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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,464
shares
|
$2.97 Million
0.52% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
39,957
shares
|
$2.93 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
39,407
shares
|
$2.89 Million
0.53% of portfolio
|
Q1 2025
Added 64.07%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
38,591
shares
|
$2.83 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
38,405
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
37,704
shares
|
$2.76 Million
1.09% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
37,436
shares
|
$2.74 Million
0.56% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
37,358
shares
|
$2.74 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
37,331
shares
|
$2.74 Million
0.37% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
37,323
shares
|
$2.74 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
37,212
shares
|
$2.73 Million
0.26% of portfolio
|
Q1 2025
Added 33.95%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
35,722
shares
|
$2.62 Million
1.34% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
35,004
shares
|
$2.57 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
34,284
shares
|
$2.51 Million
0.41% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
34,042
shares
|
$2.49 Million
1.27% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
33,833
shares
|
$2.48 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
33,521
shares
|
$2.46 Million
0.78% of portfolio
|
Q1 2025
Added 28.28%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
32,952
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
32,878
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
31,253
shares
|
$2.29 Million
0.91% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
31,165
shares
|
$2.28 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
30,955
shares
|
$2.27 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
30,662
shares
|
$2.25 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
30,432
shares
|
$2.23 Million
0.65% of portfolio
|
Q3 2022
Added 165.74%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
30,395
shares
|
$2.23 Million
1.81% of portfolio
|
Q1 2025
Added 57.52%
|