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 $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
642,399
shares
|
$41.2 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
629,040
shares
|
$40.4 Million
0.5% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$39.7 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
597,099
shares
|
$38.3 Million
6.06% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
579,028
shares
|
$37.1 Million
4.64% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$36.2 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
548,355
shares
|
$35.2 Million
0.16% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
521,217
shares
|
$33.4 Million
3.78% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
470,561
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Added 271.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$28.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
434,402
shares
|
$27.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
433,608
shares
|
$27.8 Million
0.11% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
426,739
shares
|
$27.4 Million
8.17% of portfolio
|
Q2 2024
Added 34.75%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
412,945
shares
|
$26.5 Million
2.72% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
402,380
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
396,269
shares
|
$25.4 Million
6.45% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
390,808
shares
|
$25.1 Million
2.25% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
373,617
shares
|
$24 Million
1.12% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
370,453
shares
|
$23.8 Million
2.4% of portfolio
|
Q3 2024
Added 1002.28%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
360,065
shares
|
$23.1 Million
0.54% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$23 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
350,050
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
329,235
shares
|
$21.1 Million
1.52% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
326,001
shares
|
$20.9 Million
12.96% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
321,647
shares
|
$20.6 Million
4.83% of portfolio
|
Q3 2024
Added 3.28%
|