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 417 institutions that hold shares in the stock, with a total of 80.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,564
shares
|
$564,367
0.02% of portfolio
|
Q4 2024
Added 48.35%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8,493
shares
|
$559,688
0.16% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
8,429
shares
|
$555,471
0.29% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,420
shares
|
$554,878
0.03% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,284
shares
|
$545,915
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
8,094
shares
|
$533,394
0.14% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
7,864
shares
|
$518,237
0.1% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,757
shares
|
$511,186
0.2% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
7,600
shares
|
$500,840
0.02% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
7,488
shares
|
$493,459
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,472
shares
|
$492,404
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,429
shares
|
$489,571
0.18% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
7,380
shares
|
$486,342
0.19% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,210
shares
|
$475,139
0.0% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
7,207
shares
|
$474,941
0.01% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,108
shares
|
$468,417
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,088
shares
|
$467,099
0.17% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
7,031
shares
|
$463,342
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,973
shares
|
$459,520
0.02% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
6,866
shares
|
$452,469
0.33% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,667
shares
|
$439,355
0.01% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
6,589
shares
|
$434,215
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,575
shares
|
$433,292
0.01% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,572
shares
|
$433,094
0.23% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,240
shares
|
$411,216
0.06% of portfolio
|
Q4 2024
Added 0.48%
|