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 482 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 |
---|---|---|---|---|---|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
268,328
shares
|
$20 Million
7.44% of portfolio
|
Q2 2025
Added 6.78%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
265,169
shares
|
$19.8 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
|
$19.8 Million
10.88% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
264,535
shares
|
$19.7 Million
5.39% of portfolio
|
Q4 2024
Added 6.85%
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
260,466
shares
|
$19.4 Million
0.93% of portfolio
|
Q1 2025
Added 11.82%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
258,530
shares
|
$19.3 Million
0.28% of portfolio
|
Q1 2025
Added 14.96%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
241,204
shares
|
$18 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
238,790
shares
|
$17.8 Million
2.32% of portfolio
|
Q1 2025
Added 216.31%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
238,431
shares
|
$17.8 Million
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
234,416
shares
|
$17.5 Million
6.15% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
230,466
shares
|
$17.2 Million
7.11% of portfolio
|
Q1 2025
Added 8.93%
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
226,814
shares
|
$16.9 Million
5.44% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
225,693
shares
|
$16.8 Million
2.18% of portfolio
|
Q1 2025
Added 88.57%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
225,613
shares
|
$16.8 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
224,619
shares
|
$16.8 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
|
$16.6 Million
4.18% of portfolio
|
Q2 2025
Added 24.46%
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
222,370
shares
|
$16.6 Million
6.68% of portfolio
|
Q2 2025
Added 2.23%
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
217,776
shares
|
$16.3 Million
2.53% of portfolio
|
Q1 2025
Added 13.44%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
213,268
shares
|
$15.9 Million
2.23% of portfolio
|
Q1 2025
Added 27.14%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
209,840
shares
|
$15.7 Million
0.22% of portfolio
|
Q1 2025
Added 1.68%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
205,995
shares
|
$15.4 Million
4.94% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
202,182
shares
|
$15.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
197,825
shares
|
$14.8 Million
0.35% of portfolio
|
Q1 2025
Added 14.94%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
195,834
shares
|
$14.6 Million
4.11% of portfolio
|
Q1 2025
Added 0.35%
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
183,400
shares
|
$13.7 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.84%
|