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 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 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 Million
8.43% of portfolio
|
Q2 2024
Added 40.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
633,541
shares
|
$40.5 Million
0.0% of portfolio
|
Q2 2024
Added 137.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
626,587
shares
|
$40 Million
0.5% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
619,444
shares
|
$39.6 Million
0.1% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
597,099
shares
|
$38.1 Million
6.06% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
565,040
shares
|
$36.1 Million
9.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
548,355
shares
|
$35 Million
0.16% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
521,217
shares
|
$33.3 Million
3.78% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
504,476
shares
|
$32.2 Million
3.67% of portfolio
|
Q2 2024
Added 13.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,845
shares
|
$28.4 Million
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
426,739
shares
|
$27.3 Million
8.17% of portfolio
|
Q2 2024
Added 34.75%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
412,945
shares
|
$26.4 Million
2.72% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
412,358
shares
|
$26.3 Million
0.01% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
398,815
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2024
Added 10.94%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
396,269
shares
|
$25.3 Million
6.45% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
390,808
shares
|
$25 Million
3.59% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
380,179
shares
|
$24.3 Million
0.1% of portfolio
|
Q2 2024
Added 533.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
370,453
shares
|
$23.7 Million
2.4% of portfolio
|
Q3 2024
Added 1002.28%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
360,065
shares
|
$23 Million
0.54% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
358,364
shares
|
$22.9 Million
7.43% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
350,050
shares
|
$22.4 Million
0.04% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
345,623
shares
|
$22.1 Million
1.08% of portfolio
|
Q2 2024
Added 6.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
321,647
shares
|
$20.5 Million
4.83% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
317,407
shares
|
$20.3 Million
10.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
317,247
shares
|
$20.3 Million
1.48% of portfolio
|
Q2 2024
Added 4.82%
|