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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
43,452
shares
|
$3.24 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,253
shares
|
$3.23 Million
0.09% of portfolio
|
Q1 2025
Added 62.0%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
42,852
shares
|
$3.2 Million
0.58% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
42,776
shares
|
$3.19 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
41,834
shares
|
$3.12 Million
2.16% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
41,165
shares
|
$3.07 Million
1.02% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
41,149
shares
|
$3.07 Million
0.02% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
40,974
shares
|
$3.06 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,464
shares
|
$3.02 Million
0.52% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
39,957
shares
|
$2.98 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
39,098
shares
|
$2.92 Million
1.68% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
38,591
shares
|
$2.88 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
38,405
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
37,704
shares
|
$2.81 Million
1.09% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
37,436
shares
|
$2.79 Million
0.56% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
37,358
shares
|
$2.79 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
37,331
shares
|
$2.79 Million
0.37% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
37,323
shares
|
$2.79 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
37,212
shares
|
$2.78 Million
0.26% of portfolio
|
Q1 2025
Added 33.95%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
36,404
shares
|
$2.72 Million
0.98% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
35,722
shares
|
$2.67 Million
1.34% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
35,004
shares
|
$2.61 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
34,751
shares
|
$2.59 Million
1.34% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
34,429
shares
|
$2.57 Million
0.32% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
33,521
shares
|
$2.5 Million
0.78% of portfolio
|
Q1 2025
Added 28.28%
|