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 483 institutions that hold shares in the stock, with a total of 82.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
413,727
shares
|
$30.9 Million
2.38% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
403,623
shares
|
$30.1 Million
7.47% of portfolio
|
Q2 2025
Added 113.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
401,775
shares
|
$30 Million
0.01% of portfolio
|
Q1 2025
Added 42.6%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
400,682
shares
|
$29.9 Million
13.98% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
387,857
shares
|
$29 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$26.8 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
358,129
shares
|
$26.7 Million
5.05% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
346,865
shares
|
$25.9 Million
0.17% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
346,386
shares
|
$25.9 Million
2.24% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
339,584
shares
|
$25.3 Million
0.95% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
335,387
shares
|
$25 Million
13.57% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
332,825
shares
|
$24.8 Million
6.23% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
331,389
shares
|
$24.7 Million
9.64% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
321,344
shares
|
$24 Million
8.35% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
316,195
shares
|
$23.6 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
314,294
shares
|
$23.5 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
304,902
shares
|
$22.8 Million
3.36% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
303,011
shares
|
$22.6 Million
1.66% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
296,116
shares
|
$22.1 Million
14.06% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
294,009
shares
|
$21.9 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
287,245
shares
|
$21.4 Million
11.18% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
278,983
shares
|
$20.8 Million
0.19% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$20.5 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
272,493
shares
|
$20.3 Million
7.5% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
272,048
shares
|
$20.3 Million
1.08% of portfolio
|
Q1 2025
Added 3.39%
|