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 343 institutions that hold shares in the stock, with a total of 66.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
4,744,841
shares
|
$308 Million
0.21% of portfolio
|
Q2 2024
Added 7831.73%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
4,464,935
shares
|
$289 Million
10.2% of portfolio
|
Q2 2024
Added 115.14%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
4,345,940
shares
|
$282 Million
0.67% of portfolio
|
Q2 2024
Added 5.74%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
2,469,149
shares
|
$160 Million
0.27% of portfolio
|
Q2 2024
Added 53.7%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,359,478
shares
|
$153 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
2,305,967
shares
|
$149 Million
17.48% of portfolio
|
Q2 2024
Added 8.21%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$117 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,738,160
shares
|
$113 Million
7.16% of portfolio
|
Q2 2024
Added 0.55%
|
|
Oak Root LLC
Santa Barbara, CA |
Aug 01, 2024 Q2 2024 |
1,535,164
shares
|
$99.5 Million
12.74% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
1,486,807
shares
|
$96.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 13.83%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,116,528
shares
|
$72.4 Million
0.04% of portfolio
|
Q2 2024
Added 7.88%
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
1,029,188
shares
|
$66.7 Million
4.86% of portfolio
|
Q2 2024
Added 4.02%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
921,616
shares
|
$59.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
904,924
shares
|
$58.7 Million
2.45% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
899,395
shares
|
$58.3 Million
16.91% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
873,886
shares
|
$56.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
835,549
shares
|
$54.2 Million
5.84% of portfolio
|
Q2 2024
Added 0.87%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
823,352
shares
|
$53.4 Million
0.05% of portfolio
|
Q2 2024
Added 6.88%
|
|
Greenup Street Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
719,203
shares
|
$46.6 Million
10.54% of portfolio
|
Q2 2024
Added 23.07%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
701,643
shares
|
$45.5 Million
12.06% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
697,406
shares
|
$45.2 Million
0.0% of portfolio
|
Q1 2024
Added 21.42%
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
688,630
shares
|
$44.6 Million
10.45% of portfolio
|
Q2 2024
Added 7.64%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
676,769
shares
|
$43.9 Million
10.74% of portfolio
|
Q2 2024
Added 10.24%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$41.6 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
633,541
shares
|
$41.1 Million
0.0% of portfolio
|
Q2 2024
Added 137.02%
|