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 |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
114,754
shares
|
$8.57 Million
1.85% of portfolio
|
Q1 2025
Added 41.3%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
113,780
shares
|
$8.49 Million
7.27% of portfolio
|
Q1 2025
Added 53.92%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
113,184
shares
|
$8.45 Million
1.82% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
110,822
shares
|
$8.27 Million
0.18% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
110,461
shares
|
$8.25 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
108,953
shares
|
$8.13 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
107,549
shares
|
$8.03 Million
6.17% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
105,692
shares
|
$7.89 Million
0.44% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
100,774
shares
|
$7.52 Million
3.46% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
99,616
shares
|
$7.44 Million
0.42% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
98,695
shares
|
$7.37 Million
0.08% of portfolio
|
Q1 2025
Added 253.67%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
96,221
shares
|
$7.18 Million
1.72% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
96,208
shares
|
$7.18 Million
4.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
94,193
shares
|
$7.03 Million
5.13% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
93,350
shares
|
$6.97 Million
4.94% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
92,333
shares
|
$6.89 Million
1.97% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
92,241
shares
|
$6.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
91,798
shares
|
$6.85 Million
1.74% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
91,459
shares
|
$6.83 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
91,265
shares
|
$6.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
90,136
shares
|
$6.73 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
89,447
shares
|
$6.68 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$6.67 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
88,722
shares
|
$6.62 Million
2.24% of portfolio
|
Q1 2025
Reduced 29.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
87,200
shares
|
$6.51 Million
0.16% of portfolio
|
Q4 2024
Added 776.91%
|