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 430 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
6,866
shares
|
$467,162
0.33% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
6,589
shares
|
$448,315
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,575
shares
|
$447,363
0.01% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,572
shares
|
$447,158
0.23% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,240
shares
|
$424,569
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
6,089
shares
|
$414,295
0.19% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
6,065
shares
|
$412,662
0.17% of portfolio
|
Q2 2024
Reduced 32.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,944
shares
|
$404,429
0.02% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
5,884
shares
|
$400,347
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,837
shares
|
$397,149
0.1% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,797
shares
|
$394,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,736
shares
|
$390,277
0.0% of portfolio
|
Q4 2024
Added 47.87%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,393
shares
|
$366,939
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
5,390
shares
|
$366,735
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
5,249
shares
|
$357,141
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,244
shares
|
$356,801
0.0% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
5,196
shares
|
$353,535
0.0% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,161
shares
|
$351,154
0.0% of portfolio
|
Q4 2024
Added 32.06%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
5,145
shares
|
$350,065
0.28% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
5,090
shares
|
$346,323
0.18% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,959
shares
|
$337,410
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
4,949
shares
|
$336,729
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,930
shares
|
$335,437
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,897
shares
|
$333,191
0.0% of portfolio
|
Q4 2023
Added 7.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
4,839
shares
|
$329,245
0.02% of portfolio
|
Q4 2023
New holding
|