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 $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,344
shares
|
$147,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
2,167
shares
|
$136,521
0.1% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$132,867
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,683
shares
|
$106,029
0.04% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,471
shares
|
$92,673
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,370
shares
|
$86,310
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,307
shares
|
$82,341
0.0% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,098
shares
|
$69,174
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$66,969
0.0% of portfolio
|
Q3 2024
Reduced 42.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
970
shares
|
$61,110
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
722
shares
|
$45,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
615
shares
|
$38,745
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
575
shares
|
$36,225
0.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
497
shares
|
$31,311
0.01% of portfolio
|
Q3 2023
Reduced 86.53%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
353
shares
|
$22,239
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
298
shares
|
$18,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
296
shares
|
$18,648
0.0% of portfolio
|
Q2 2024
Added 48.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
280
shares
|
$17,640
0.01% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
185
shares
|
$11,655
0.0% of portfolio
|
Q3 2024
Added 1133.33%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
176
shares
|
$11,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
169
shares
|
$10,647
0.0% of portfolio
|
Q3 2024
Added 382.86%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
168
shares
|
$10,584
0.0% of portfolio
|
Q2 2023
Added 460.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
125
shares
|
$7,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
120
shares
|
$7,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
117
shares
|
$7,371
0.0% of portfolio
|
Q1 2024
New holding
|