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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
65,546
shares
|
$4.38 Million
0.24% of portfolio
|
Q4 2024
Added 37.79%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
65,500
shares
|
$4.38 Million
2.1% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
63,874
shares
|
$4.27 Million
0.48% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
62,452
shares
|
$4.17 Million
0.02% of portfolio
|
Q4 2024
Added 114.25%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
61,293
shares
|
$4.1 Million
1.94% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,598
shares
|
$3.98 Million
0.06% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
59,527
shares
|
$3.98 Million
1.38% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
58,566
shares
|
$3.92 Million
0.39% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,826
shares
|
$3.87 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
57,649
shares
|
$3.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
57,149
shares
|
$3.82 Million
0.52% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
55,931
shares
|
$3.74 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.08%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
55,076
shares
|
$3.68 Million
1.12% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
54,336
shares
|
$3.63 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
52,585
shares
|
$3.52 Million
2.02% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
51,265
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
49,967
shares
|
$3.34 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
49,326
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
49,190
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
48,782
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
48,672
shares
|
$3.25 Million
1.04% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
48,514
shares
|
$3.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
47,261
shares
|
$3.16 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
45,757
shares
|
$3.06 Million
0.1% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
43,557
shares
|
$2.91 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.04%
|