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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,380
shares
|
$578,961
0.22% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,011
shares
|
$550,012
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$549,150
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,848
shares
|
$537,225
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,684
shares
|
$524,359
0.25% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,673
shares
|
$523,496
0.13% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,649
shares
|
$521,614
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
6,596
shares
|
$517,456
0.01% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,502
shares
|
$510,081
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
6,302
shares
|
$494,391
0.32% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
6,273
shares
|
$492,116
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,265
shares
|
$491,489
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
6,146
shares
|
$482,153
0.05% of portfolio
|
Q2 2025
Reduced 47.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,013
shares
|
$471,719
0.0% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
6,013
shares
|
$471,719
0.33% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,812
shares
|
$455,951
0.13% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
5,724
shares
|
$449,047
0.16% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
5,570
shares
|
$436,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,511
shares
|
$432,337
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,496
shares
|
$431,161
0.02% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,459
shares
|
$428,258
0.01% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
5,396
shares
|
$423,316
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
5,393
shares
|
$423,080
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,390
shares
|
$422,845
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
5,249
shares
|
$411,784
0.27% of portfolio
|
Q4 2024
New holding
|