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 |
|---|---|---|---|---|---|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
317,407
shares
|
$20 Million
10.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
310,596
shares
|
$19.6 Million
7.4% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
309,665
shares
|
$19.5 Million
0.08% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
301,105
shares
|
$19 Million
3.31% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
292,297
shares
|
$18.4 Million
7.66% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
290,656
shares
|
$18.3 Million
1.45% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
285,897
shares
|
$18 Million
0.16% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
284,128
shares
|
$17.9 Million
5.26% of portfolio
|
Q3 2024
Added 59.97%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$17.3 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
273,546
shares
|
$17.2 Million
1.24% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
271,043
shares
|
$17.1 Million
0.2% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
265,991
shares
|
$16.8 Million
3.12% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
265,562
shares
|
$16.7 Million
1.86% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
254,560
shares
|
$16 Million
8.54% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
252,092
shares
|
$15.9 Million
1.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
247,569
shares
|
$15.6 Million
4.78% of portfolio
|
Q2 2022
Reduced 61.99%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
233,263
shares
|
$14.7 Million
9.15% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
232,511
shares
|
$14.6 Million
6.29% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
224,677
shares
|
$14.2 Million
7.11% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
218,863
shares
|
$13.8 Million
6.75% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
207,656
shares
|
$13.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
197,869
shares
|
$12.5 Million
4.75% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
196,481
shares
|
$12.4 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
194,089
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Added 115.16%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
193,654
shares
|
$12.2 Million
3.29% of portfolio
|
Q3 2024
Added 0.69%
|