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 |
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
752,507
shares
|
$57.7 Million
10.47% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
734,503
shares
|
$56.3 Million
11.18% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
731,327
shares
|
$56 Million
3.84% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
717,409
shares
|
$55 Million
0.01% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
695,296
shares
|
$53.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
691,229
shares
|
$53 Million
0.09% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
648,602
shares
|
$49.7 Million
7.53% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$49.2 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
638,091
shares
|
$48.9 Million
0.24% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
621,784
shares
|
$47.6 Million
6.4% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$47.5 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
606,796
shares
|
$46.5 Million
1.6% of portfolio
|
Q2 2025
Added 78.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
593,188
shares
|
$45.5 Million
0.03% of portfolio
|
Q2 2025
Added 31.8%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
579,123
shares
|
$44.4 Million
4.21% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$43.3 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
551,719
shares
|
$42.3 Million
4.38% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
542,167
shares
|
$41.5 Million
1.14% of portfolio
|
Q2 2025
Added 32.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
537,465
shares
|
$41.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 27.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
515,844
shares
|
$39.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 56.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
504,288
shares
|
$38.6 Million
0.05% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
497,835
shares
|
$38.1 Million
9.11% of portfolio
|
Q2 2025
Added 49.58%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
497,457
shares
|
$38.1 Million
0.13% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
467,810
shares
|
$35.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$34.1 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
444,442
shares
|
$34.1 Million
1.09% of portfolio
|
Q2 2025
Added 96.99%
|