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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
179,033
shares
|
$13.4 Million
1.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
176,150
shares
|
$13.1 Million
8.12% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
172,043
shares
|
$12.8 Million
2.86% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
165,551
shares
|
$12.4 Million
4.64% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
165,447
shares
|
$12.4 Million
3.22% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
163,426
shares
|
$12.2 Million
4.96% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
163,328
shares
|
$12.2 Million
2.14% of portfolio
|
Q1 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
161,992
shares
|
$12.1 Million
0.9% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
159,562
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Added 91.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
159,546
shares
|
$11.9 Million
4.66% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
157,787
shares
|
$11.8 Million
1.09% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$11.7 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
146,927
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
143,701
shares
|
$10.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
133,792
shares
|
$9.99 Million
6.02% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
132,628
shares
|
$9.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
130,155
shares
|
$9.72 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
127,067
shares
|
$9.49 Million
5.17% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
125,068
shares
|
$9.34 Million
2.08% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,041
shares
|
$9.26 Million
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
121,235
shares
|
$9.05 Million
1.51% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$9 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
118,661
shares
|
$8.86 Million
7.01% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
118,400
shares
|
$8.84 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
114,952
shares
|
$8.58 Million
0.2% of portfolio
|
Q2 2025
Added 9.93%
|