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 434 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,070
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,737
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,550
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
19,336
shares
|
$1.29 Million
0.42% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,287
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,983
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2023
Reduced 13.94%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
18,871
shares
|
$1.26 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
18,777
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
18,762
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
18,705
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
18,564
shares
|
$1.24 Million
0.77% of portfolio
|
Q4 2024
Reduced 67.83%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
17,903
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
17,741
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
17,573
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
17,547
shares
|
$1.17 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
17,061
shares
|
$1.14 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,059
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
16,968
shares
|
$1.13 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
16,914
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 50.95%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
16,490
shares
|
$1.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,921
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
15,867
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,858
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
15,638
shares
|
$1.05 Million
0.3% of portfolio
|
Q4 2024
Added 156.44%
|