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 |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
96,221
shares
|
$7.55 Million
1.72% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
95,515
shares
|
$7.49 Million
0.01% of portfolio
|
Q2 2025
Added 44.2%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
94,193
shares
|
$7.39 Million
5.13% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
92,333
shares
|
$7.24 Million
1.97% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
91,516
shares
|
$7.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
91,459
shares
|
$7.17 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
91,216
shares
|
$7.16 Million
1.28% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
90,692
shares
|
$7.11 Million
4.2% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
89,447
shares
|
$7.02 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$7.01 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
88,722
shares
|
$6.96 Million
2.16% of portfolio
|
Q1 2025
Reduced 29.51%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
87,032
shares
|
$6.83 Million
3.01% of portfolio
|
Q2 2025
New holding
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
86,825
shares
|
$6.81 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
86,424
shares
|
$6.78 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
85,916
shares
|
$6.74 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
85,470
shares
|
$6.71 Million
0.2% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
84,222
shares
|
$6.61 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
82,960
shares
|
$6.51 Million
3.04% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
82,529
shares
|
$6.47 Million
4.6% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
78,802
shares
|
$6.18 Million
0.3% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
76,899
shares
|
$6.03 Million
0.13% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
76,842
shares
|
$6.03 Million
2.61% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
75,458
shares
|
$5.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
74,830
shares
|
$5.87 Million
1.46% of portfolio
|
Q2 2025
Added 1213.04%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
72,185
shares
|
$5.66 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.21%
|