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 359 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 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
|
$360 Million
14.0% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,553,222
shares
|
$284 Million
0.69% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,933,995
shares
|
$183 Million
0.28% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
2,475,811
shares
|
$155 Million
18.26% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,408,414
shares
|
$150 Million
0.24% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,855,451
shares
|
$116 Million
7.32% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,807,780
shares
|
$113 Million
5.8% of portfolio
|
Q3 2022
Added 20.26%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,701,439
shares
|
$106 Million
0.07% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 30, 2024 Q3 2024 |
1,516,371
shares
|
$94.7 Million
12.83% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,356,991
shares
|
$84.8 Million
0.04% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,120,869
shares
|
$70 Million
0.02% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,070,814
shares
|
$66.9 Million
4.96% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
919,486
shares
|
$57.4 Million
17.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
917,643
shares
|
$57.3 Million
0.05% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
901,805
shares
|
$56.3 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
830,671
shares
|
$51.9 Million
0.0% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
814,258
shares
|
$50.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
789,670
shares
|
$49.3 Million
10.94% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
749,077
shares
|
$46.8 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
|
$46.5 Million
11.69% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
688,620
shares
|
$43 Million
10.46% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
673,499
shares
|
$42.1 Million
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
653,198
shares
|
$40.8 Million
10.16% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
649,578
shares
|
$40.6 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
|
$40.5 Million
4.3% of portfolio
|
Q3 2024
Added 8.37%
|