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 |
|---|---|---|---|---|---|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
43,505
shares
|
$2.91 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
42,509
shares
|
$2.84 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
41,644
shares
|
$2.78 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
40,994
shares
|
$2.74 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
40,594
shares
|
$2.71 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,464
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
39,315
shares
|
$2.63 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
38,475
shares
|
$2.57 Million
0.31% of portfolio
|
Q4 2024
Added 21.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
38,434
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
38,293
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
37,908
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Added 64.97%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,865
shares
|
$2.53 Million
0.52% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
37,601
shares
|
$2.51 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
37,234
shares
|
$2.49 Million
0.49% of portfolio
|
Q4 2024
Added 60.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
37,225
shares
|
$2.49 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
37,209
shares
|
$2.49 Million
1.04% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
36,905
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 62.37%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
36,132
shares
|
$2.42 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
36,071
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
35,729
shares
|
$2.39 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
35,233
shares
|
$2.36 Million
0.6% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
35,179
shares
|
$2.35 Million
0.4% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
34,066
shares
|
$2.28 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
33,392
shares
|
$2.23 Million
0.42% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
33,280
shares
|
$2.22 Million
0.71% of portfolio
|
Q4 2024
Reduced 48.63%
|