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 380 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
6,117,174
shares
|
$394 Million
1.17% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,935,212
shares
|
$318 Million
10.24% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,558,487
shares
|
$294 Million
0.61% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,933,995
shares
|
$189 Million
0.28% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,657,033
shares
|
$171 Million
17.59% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,408,414
shares
|
$155 Million
0.24% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,855,451
shares
|
$120 Million
7.32% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$116 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,701,439
shares
|
$110 Million
0.07% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
1,516,371
shares
|
$97.7 Million
12.12% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,356,991
shares
|
$87.4 Million
0.04% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,179,332
shares
|
$76 Million
4.86% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,120,869
shares
|
$72.2 Million
0.02% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
931,655
shares
|
$60 Million
0.42% of portfolio
|
Q4 2024
Added 6282.95%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
918,324
shares
|
$59.2 Million
15.92% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
917,643
shares
|
$59.1 Million
0.05% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
901,805
shares
|
$58.1 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
830,671
shares
|
$53.5 Million
0.0% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
814,258
shares
|
$52.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
757,118
shares
|
$48.8 Million
9.25% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
743,671
shares
|
$47.9 Million
11.69% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
691,322
shares
|
$44.5 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
690,441
shares
|
$44.5 Million
2.95% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
688,620
shares
|
$44.4 Million
10.46% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
675,155
shares
|
$43.5 Million
4.3% of portfolio
|
Q4 2024
Added 4.03%
|