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 520 institutions that hold shares in the stock, with a total of 89.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,728,205
shares
|
$362 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,047,220
shares
|
$310 Million
0.39% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
3,376,257
shares
|
$259 Million
0.14% of portfolio
|
Q2 2025
Added 67.22%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,546,918
shares
|
$195 Million
16.59% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,366,031
shares
|
$181 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,342,328
shares
|
$179 Million
5.71% of portfolio
|
Q2 2025
Reduced 38.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,255,718
shares
|
$173 Million
0.01% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,978,642
shares
|
$152 Million
0.05% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$139 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,745,849
shares
|
$134 Million
4.91% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,702,820
shares
|
$130 Million
0.01% of portfolio
|
Q2 2025
Added 76.44%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,696,199
shares
|
$130 Million
1.02% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,690,757
shares
|
$130 Million
0.04% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
1,514,299
shares
|
$116 Million
13.88% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,220,027
shares
|
$93.5 Million
5.51% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,204,258
shares
|
$92.3 Million
2.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,151,261
shares
|
$88.2 Million
0.06% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,078,438
shares
|
$82.6 Million
0.02% of portfolio
|
Q2 2025
Added 63.93%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
914,355
shares
|
$70.1 Million
17.73% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
880,610
shares
|
$67.5 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
863,820
shares
|
$66.2 Million
0.23% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
856,998
shares
|
$65.7 Million
11.1% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
821,790
shares
|
$63 Million
2.69% of portfolio
|
Q2 2025
Added 110.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
810,311
shares
|
$62.1 Million
7.04% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
782,569
shares
|
$60 Million
0.01% of portfolio
|
Q2 2025
Added 63.27%
|