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 436 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
104,954
shares
|
$6.96 Million
0.16% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
104,865
shares
|
$6.95 Million
0.42% of portfolio
|
Q4 2024
Added 64.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
104,368
shares
|
$6.92 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
|
$6.62 Million
3.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
96,208
shares
|
$6.38 Million
4.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
95,170
shares
|
$6.31 Million
2.14% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
93,773
shares
|
$6.21 Million
4.79% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
93,157
shares
|
$6.17 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
92,796
shares
|
$6.15 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
92,585
shares
|
$6.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
90,859
shares
|
$6.02 Million
2.69% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
90,305
shares
|
$5.98 Million
4.56% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$5.92 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
88,254
shares
|
$5.85 Million
0.19% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
87,200
shares
|
$5.78 Million
0.16% of portfolio
|
Q4 2024
Added 776.91%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
87,182
shares
|
$5.78 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
86,604
shares
|
$5.74 Million
0.4% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
85,447
shares
|
$5.66 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
83,874
shares
|
$5.56 Million
1.33% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
83,453
shares
|
$5.53 Million
0.03% of portfolio
|
Q4 2024
Added 105.13%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
81,214
shares
|
$5.38 Million
1.25% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
75,492
shares
|
$5 Million
0.79% of portfolio
|
Q4 2024
Added 43.82%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
74,373
shares
|
$4.93 Million
1.5% of portfolio
|
Q1 2025
Added 375.59%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
74,079
shares
|
$4.91 Million
0.9% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
73,790
shares
|
$4.89 Million
1.26% of portfolio
|
Q4 2024
New holding
|