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 440 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 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 |
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
6,117,174
shares
|
$410 Million
1.17% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,731,636
shares
|
$317 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,790,021
shares
|
$254 Million
8.8% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,384,651
shares
|
$227 Million
0.32% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,844,520
shares
|
$191 Million
19.21% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,445,508
shares
|
$164 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
|
$149 Million
0.08% of portfolio
|
Q4 2024
Added 30.44%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,981,582
shares
|
$133 Million
6.99% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$121 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
|
$103 Million
0.04% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,523,081
shares
|
$102 Million
13.53% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,482,514
shares
|
$99.4 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
|
$89.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.95%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,220,027
shares
|
$81.8 Million
5.51% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
1,193,068
shares
|
$80 Million
2.01% of portfolio
|
Q1 2025
Added 72.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,046,945
shares
|
$70.2 Million
0.05% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
918,324
shares
|
$61.6 Million
15.92% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
904,834
shares
|
$60.7 Million
2.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
821,083
shares
|
$55.1 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
|
$54.2 Million
0.6% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
789,405
shares
|
$52.9 Million
11.52% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
780,582
shares
|
$52.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
750,964
shares
|
$50.4 Million
10.87% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
738,617
shares
|
$49.5 Million
6.29% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
710,627
shares
|
$47.7 Million
3.37% of portfolio
|
Q1 2025
Added 2.92%
|