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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
33,266
shares
|
$2.22 Million
1.44% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
33,136
shares
|
$2.22 Million
1.13% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
31,667
shares
|
$2.12 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
31,412
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
31,199
shares
|
$2.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
30,433
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
30,432
shares
|
$2.03 Million
0.65% of portfolio
|
Q3 2022
Added 165.74%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
30,223
shares
|
$2.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
30,074
shares
|
$2.01 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
29,960
shares
|
$2 Million
0.2% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
29,777
shares
|
$1.99 Million
0.81% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
29,437
shares
|
$1.97 Million
1.17% of portfolio
|
Q4 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
29,353
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28,347
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Added 1109.34%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
28,078
shares
|
$1.88 Million
1.22% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
27,906
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
27,781
shares
|
$1.86 Million
0.18% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
27,427
shares
|
$1.83 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
27,228
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
26,868
shares
|
$1.8 Million
0.23% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,700
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
26,529
shares
|
$1.77 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
26,517
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
26,131
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2024
Added 28.14%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
25,464
shares
|
$1.7 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.83%
|