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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,598
shares
|
$4.45 Million
0.06% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
58,715
shares
|
$4.38 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
57,131
shares
|
$4.26 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
56,372
shares
|
$4.21 Million
0.09% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
56,304
shares
|
$4.2 Million
0.55% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
56,007
shares
|
$4.18 Million
0.51% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
55,778
shares
|
$4.16 Million
1.19% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,709
shares
|
$4.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
54,186
shares
|
$4.04 Million
2.16% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
53,076
shares
|
$3.96 Million
0.08% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
51,731
shares
|
$3.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 89.55%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
50,838
shares
|
$3.8 Million
0.83% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,961
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
49,829
shares
|
$3.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,885
shares
|
$3.65 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
48,420
shares
|
$3.61 Million
3.27% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
48,326
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
47,337
shares
|
$3.53 Million
1.53% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
46,825
shares
|
$3.5 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
46,566
shares
|
$3.48 Million
0.14% of portfolio
|
Q1 2025
Added 64.27%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
46,235
shares
|
$3.45 Million
2.13% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
45,175
shares
|
$3.37 Million
0.7% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
44,818
shares
|
$3.35 Million
0.68% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
44,534
shares
|
$3.32 Million
0.57% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
43,513
shares
|
$3.25 Million
1.57% of portfolio
|
Q1 2025
Added 4.49%
|