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 |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
151,986
shares
|
$10.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
148,500
shares
|
$9.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
147,267
shares
|
$9.84 Million
3.93% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
144,535
shares
|
$9.66 Million
0.72% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
142,954
shares
|
$9.56 Million
0.78% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
142,297
shares
|
$9.51 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
129,975
shares
|
$8.69 Million
7.12% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
125,860
shares
|
$8.41 Million
3.03% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
124,508
shares
|
$8.32 Million
1.96% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
123,630
shares
|
$8.26 Million
2.28% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
123,419
shares
|
$8.25 Million
5.13% of portfolio
|
Q4 2024
Added 45.3%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
123,214
shares
|
$8.24 Million
1.63% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$8.06 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
119,686
shares
|
$8 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
113,926
shares
|
$7.62 Million
6.27% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
112,483
shares
|
$7.52 Million
0.43% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
112,167
shares
|
$7.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
110,956
shares
|
$7.42 Million
3.73% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
107,356
shares
|
$7.18 Million
1.48% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
105,392
shares
|
$7.05 Million
1.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
104,954
shares
|
$7.02 Million
0.16% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
104,865
shares
|
$7.01 Million
0.42% of portfolio
|
Q4 2024
Added 64.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
104,368
shares
|
$6.98 Million
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
99,909
shares
|
$6.68 Million
3.07% of portfolio
|
Q4 2024
Added 1.76%
|