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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,728,205
shares
|
$353 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,886,563
shares
|
$290 Million
0.43% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,546,918
shares
|
$190 Million
16.59% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,529,397
shares
|
$189 Million
0.23% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,342,328
shares
|
$175 Million
5.71% of portfolio
|
Q2 2025
Reduced 38.2%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
2,019,102
shares
|
$151 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,898,945
shares
|
$142 Million
0.01% of portfolio
|
Q1 2025
Added 41.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$135 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,745,849
shares
|
$130 Million
4.91% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,696,199
shares
|
$127 Million
1.02% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,679,578
shares
|
$125 Million
0.05% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
1,514,299
shares
|
$113 Million
13.88% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,377,624
shares
|
$103 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,220,027
shares
|
$91.1 Million
5.51% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,204,258
shares
|
$89.9 Million
2.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,175,937
shares
|
$87.8 Million
0.18% of portfolio
|
Q1 2025
Added 94.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,100,998
shares
|
$82.2 Million
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
965,083
shares
|
$72 Million
0.0% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
914,355
shares
|
$68.3 Million
17.73% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
880,610
shares
|
$65.7 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
850,000
shares
|
$63.5 Million
0.01% of portfolio
|
Q1 2025
Added 472.39%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
821,790
shares
|
$61.3 Million
2.69% of portfolio
|
Q2 2025
Added 110.6%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
789,405
shares
|
$58.9 Million
11.52% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
781,452
shares
|
$58.3 Million
0.21% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
743,064
shares
|
$55.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.97%
|