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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
6,117,174
shares
|
$401 Million
1.17% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,935,212
shares
|
$324 Million
10.24% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,558,487
shares
|
$299 Million
0.61% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,384,651
shares
|
$222 Million
0.32% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,657,033
shares
|
$174 Million
17.59% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,445,508
shares
|
$160 Million
0.21% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
2,219,381
shares
|
$146 Million
0.08% of portfolio
|
Q4 2024
Added 30.44%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,981,582
shares
|
$130 Million
6.99% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$119 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,535,215
shares
|
$101 Million
0.04% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
1,516,371
shares
|
$99.5 Million
12.12% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,482,514
shares
|
$97.3 Million
0.03% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,337,513
shares
|
$87.8 Million
0.01% of portfolio
|
Q4 2024
Added 98.59%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,179,332
shares
|
$77.4 Million
4.86% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,046,945
shares
|
$68.7 Million
0.05% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
918,324
shares
|
$60.3 Million
15.92% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
904,834
shares
|
$59.4 Million
2.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
821,083
shares
|
$53.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
807,388
shares
|
$53 Million
0.6% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
780,582
shares
|
$51.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
757,118
shares
|
$49.7 Million
9.25% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
750,964
shares
|
$49.3 Million
10.87% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
691,322
shares
|
$45.4 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
690,441
shares
|
$45.3 Million
2.95% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
689,270
shares
|
$45.2 Million
9.45% of portfolio
|
Q4 2024
Added 0.09%
|