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 432 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
24,124
shares
|
$1.61 Million
0.78% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
24,018
shares
|
$1.61 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,927
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
23,663
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
23,534
shares
|
$1.57 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,098
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Added 365.87%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
22,652
shares
|
$1.51 Million
0.55% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
22,462
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
22,419
shares
|
$1.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,276
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,850
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
21,655
shares
|
$1.45 Million
1.08% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
21,551
shares
|
$1.44 Million
0.44% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
21,529
shares
|
$1.44 Million
0.98% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
21,444
shares
|
$1.43 Million
0.57% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
21,339
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
21,259
shares
|
$1.42 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
20,845
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
20,663
shares
|
$1.38 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
20,452
shares
|
$1.37 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.36 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,070
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,737
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|