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 350 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,760,406
shares
|
$375 Million
14.0% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
4,744,841
shares
|
$309 Million
0.21% of portfolio
|
Q2 2024
Added 7831.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,553,222
shares
|
$296 Million
0.69% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
2,475,811
shares
|
$161 Million
18.26% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
2,469,149
shares
|
$161 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%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$118 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 |
Oct 30, 2024 Q3 2024 |
1,516,371
shares
|
$98.6 Million
12.83% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
1,486,807
shares
|
$96.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 13.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,120,869
shares
|
$72.9 Million
0.02% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,116,528
shares
|
$72.6 Million
0.04% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,070,814
shares
|
$69.7 Million
4.96% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
904,924
shares
|
$58.9 Million
2.45% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
899,395
shares
|
$58.5 Million
16.91% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
823,352
shares
|
$53.6 Million
0.05% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
814,258
shares
|
$53 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
789,670
shares
|
$51.4 Million
10.94% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
749,077
shares
|
$48.7 Million
5.22% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
743,671
shares
|
$48.4 Million
11.69% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
697,406
shares
|
$45.4 Million
0.0% of portfolio
|
Q2 2024
Added 13.04%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
688,620
shares
|
$44.8 Million
10.46% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
653,198
shares
|
$42.5 Million
10.16% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
649,578
shares
|
$42.3 Million
3.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
649,011
shares
|
$42.2 Million
4.3% of portfolio
|
Q3 2024
Added 8.37%
|