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 447 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$11,583
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
148
shares
|
$10,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
142
shares
|
$9,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
135
shares
|
$9,308
0.0% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
125
shares
|
$8,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122
shares
|
$8,411
0.0% of portfolio
|
Q4 2024
Reduced 95.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$8,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
102
shares
|
$7,032
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
70
shares
|
$4,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
59
shares
|
$4,068
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$3,999
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
21
shares
|
$1,447
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
18
shares
|
$1,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,172
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$689
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
8
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2
shares
|
$137
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$68
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|