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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$21.6 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
274,186
shares
|
$21.5 Million
3.21% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
272,493
shares
|
$21.4 Million
7.5% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
268,563
shares
|
$21.1 Million
0.05% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
268,328
shares
|
$21.1 Million
7.44% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
265,840
shares
|
$20.9 Million
0.28% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
265,169
shares
|
$20.8 Million
8.54% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
264,851
shares
|
$20.8 Million
10.88% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
264,535
shares
|
$20.8 Million
5.39% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
258,505
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.59%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
252,592
shares
|
$19.8 Million
5.94% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
240,798
shares
|
$18.9 Million
7.51% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
238,106
shares
|
$18.7 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
235,364
shares
|
$18.5 Million
2.52% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
234,416
shares
|
$18.4 Million
6.15% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
229,834
shares
|
$18 Million
0.19% of portfolio
|
Q2 2025
Added 132.87%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
226,814
shares
|
$17.8 Million
5.44% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
224,619
shares
|
$17.6 Million
11.52% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
223,030
shares
|
$17.5 Million
4.18% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
222,580
shares
|
$17.5 Million
2.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
222,370
shares
|
$17.4 Million
6.68% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
222,000
shares
|
$17.4 Million
5.28% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
212,876
shares
|
$16.7 Million
1.38% of portfolio
|
Q2 2025
Added 3139.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
209,549
shares
|
$16.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
205,995
shares
|
$16.2 Million
4.94% of portfolio
|
Q2 2025
Reduced 2.04%
|