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 424 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
280
shares
|
$18,370
0.01% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
190
shares
|
$12,465
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
178
shares
|
$11,678
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$11,022
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
148
shares
|
$9,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
135
shares
|
$8,857
0.0% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
125
shares
|
$8,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122
shares
|
$8,004
0.0% of portfolio
|
Q4 2024
Reduced 95.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$7,873
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$6,561
0.0% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
70
shares
|
$4,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
59
shares
|
$3,870
0.0% of portfolio
|
Q4 2024
Reduced 66.48%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
54
shares
|
$3,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
49
shares
|
$3,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$1,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
18
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,115
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$656
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2
shares
|
$131
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$65
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|