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 $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
675,155
shares
|
$45.1 Million
4.3% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
673,880
shares
|
$45 Million
4.9% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
670,740
shares
|
$44.8 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
654,518
shares
|
$43.8 Million
8.84% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$42.9 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$41.4 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
606,115
shares
|
$40.5 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
590,822
shares
|
$39.5 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
572,998
shares
|
$38.3 Million
0.15% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$37.8 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
563,921
shares
|
$37.7 Million
3.68% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
548,515
shares
|
$36.7 Million
0.01% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
504,735
shares
|
$33.7 Million
0.01% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
435,493
shares
|
$29.1 Million
5.5% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
434,421
shares
|
$29 Million
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
426,739
shares
|
$28.5 Million
8.17% of portfolio
|
Q2 2024
Added 34.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
423,568
shares
|
$28.3 Million
0.0% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
416,970
shares
|
$27.9 Million
0.09% of portfolio
|
Q4 2024
Added 34.65%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
404,833
shares
|
$27.1 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
402,810
shares
|
$26.9 Million
0.51% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
387,857
shares
|
$25.9 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
385,191
shares
|
$25.8 Million
11.61% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
382,550
shares
|
$25.6 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
378,144
shares
|
$25.3 Million
0.03% of portfolio
|
Q4 2024
Added 8.03%
|