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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,004
shares
|
$314,113
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,986
shares
|
$312,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
3,963
shares
|
$310,897
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,949
shares
|
$309,799
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
3,910
shares
|
$306,739
0.11% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,890
shares
|
$305,170
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,858
shares
|
$302,660
0.06% of portfolio
|
Q2 2023
Reduced 87.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,843
shares
|
$301,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$298,110
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,798
shares
|
$297,953
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,793
shares
|
$297,560
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
3,653
shares
|
$286,577
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,645
shares
|
$285,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,567
shares
|
$279,831
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,559
shares
|
$279,203
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,551
shares
|
$278,575
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,540
shares
|
$277,713
0.16% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,506
shares
|
$275,045
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
3,493
shares
|
$274,025
0.13% of portfolio
|
Q2 2025
Reduced 30.78%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,470
shares
|
$272,221
0.06% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
3,470
shares
|
$272,221
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,155
shares
|
$247,509
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,106
shares
|
$243,665
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,064
shares
|
$240,370
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,047
shares
|
$239,037
0.04% of portfolio
|
Q2 2025
New holding
|