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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$24.4 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
343,703
shares
|
$23.4 Million
2.02% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
340,063
shares
|
$23.1 Million
2.17% of portfolio
|
Q4 2024
Added 28.05%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
338,357
shares
|
$23 Million
4.51% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
333,254
shares
|
$22.7 Million
9.57% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
333,186
shares
|
$22.7 Million
0.88% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
330,302
shares
|
$22.5 Million
0.21% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
328,124
shares
|
$22.3 Million
0.01% of portfolio
|
Q4 2024
Added 25005.13%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
326,231
shares
|
$22.2 Million
6.94% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
321,048
shares
|
$21.8 Million
0.16% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
311,355
shares
|
$21.2 Million
3.15% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
302,947
shares
|
$20.6 Million
1.36% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
295,474
shares
|
$20.1 Million
1.28% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
295,418
shares
|
$20.1 Million
7.17% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
294,832
shares
|
$20.1 Million
3.1% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
281,745
shares
|
$19.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$18.7 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
268,587
shares
|
$18.3 Million
9.61% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
264,535
shares
|
$18 Million
5.39% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
264,376
shares
|
$18 Million
4.54% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
263,124
shares
|
$17.9 Million
1.05% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
260,539
shares
|
$17.7 Million
12.3% of portfolio
|
Q4 2024
New holding
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
259,635
shares
|
$17.7 Million
8.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
256,547
shares
|
$17.5 Million
0.62% of portfolio
|
Q4 2024
Added 48.6%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
247,984
shares
|
$16.9 Million
6.57% of portfolio
|
Q4 2024
Added 13.31%
|