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 526 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
24,728
shares
|
$1.94 Million
1.36% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
24,337
shares
|
$1.91 Million
0.55% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
24,334
shares
|
$1.91 Million
0.31% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
23,792
shares
|
$1.87 Million
0.87% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
23,534
shares
|
$1.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
22,701
shares
|
$1.78 Million
0.37% of portfolio
|
Q2 2025
Added 78.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
22,700
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 63.31%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
22,501
shares
|
$1.77 Million
0.98% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,463
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
22,159
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,850
shares
|
$1.71 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
21,500
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
21,270
shares
|
$1.67 Million
1.19% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
20,893
shares
|
$1.64 Million
0.63% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
20,800
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 76.15%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
20,376
shares
|
$1.6 Million
1.27% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.6 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
20,243
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,936
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
19,823
shares
|
$1.56 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
19,696
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
19,695
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
19,613
shares
|
$1.54 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.97%
|