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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,744
shares
|
$322,781
0.02% of portfolio
|
Q3 2024
Added 2535.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,714
shares
|
$320,740
0.02% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
4,587
shares
|
$312,099
0.21% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,546
shares
|
$309,309
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,533
shares
|
$308,425
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,486
shares
|
$305,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
4,474
shares
|
$304,410
0.19% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,434
shares
|
$301,689
0.02% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,367
shares
|
$297,130
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
4,314
shares
|
$293,524
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
4,278
shares
|
$291,075
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
4,125
shares
|
$280,665
0.04% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,117
shares
|
$280,120
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,111
shares
|
$279,712
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
4,035
shares
|
$274,541
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
3,935
shares
|
$267,737
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,910
shares
|
$266,036
0.09% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,858
shares
|
$262,498
0.05% of portfolio
|
Q2 2023
Reduced 87.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,811
shares
|
$259,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$258,552
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,783
shares
|
$257,395
0.0% of portfolio
|
Q4 2024
Reduced 16.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,563
shares
|
$242,426
0.0% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,557
shares
|
$242,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,503
shares
|
$238,344
0.03% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
3,470
shares
|
$236,098
0.21% of portfolio
|
Q4 2024
New holding
|