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 344 institutions that hold shares in the stock, with a total of 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
295,430
shares
|
$19.3 Million
0.07% of portfolio
|
Q2 2024
Added 7.56%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
291,238
shares
|
$19 Million
7.6% of portfolio
|
Q2 2024
Reduced 9.37%
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
290,596
shares
|
$19 Million
3.19% of portfolio
|
Q2 2024
Added 2.52%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
284,343
shares
|
$18.6 Million
1.38% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
274,851
shares
|
$17.9 Million
1.18% of portfolio
|
Q3 2022
Added 11.83%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
265,933
shares
|
$17.4 Million
1.23% of portfolio
|
Q2 2024
Added 3.91%
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
264,829
shares
|
$17.3 Million
1.99% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
256,598
shares
|
$16.7 Million
3.05% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
252,012
shares
|
$16.4 Million
1.14% of portfolio
|
Q2 2024
Added 2.13%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 30, 2024 Q2 2024 |
251,789
shares
|
$16.4 Million
8.6% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
243,963
shares
|
$15.9 Million
0.19% of portfolio
|
Q2 2024
Added 23.49%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
231,266
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.21%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 31, 2024 Q2 2024 |
231,144
shares
|
$15.1 Million
6.23% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
230,201
shares
|
$15 Million
0.14% of portfolio
|
Q2 2024
Added 26.75%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
220,838
shares
|
$14.4 Million
8.38% of portfolio
|
Q2 2024
Reduced 27.03%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
216,884
shares
|
$14.2 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
214,149
shares
|
$14 Million
0.61% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
206,217
shares
|
$13.5 Million
4.69% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 31, 2024 Q2 2024 |
201,842
shares
|
$13.2 Million
6.77% of portfolio
|
Q2 2024
Added 68.51%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
200,166
shares
|
$13.1 Million
2.49% of portfolio
|
Q2 2024
Added 0.02%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
194,810
shares
|
$12.7 Million
3.82% of portfolio
|
Q3 2023
Added 0.06%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
192,698
shares
|
$12.6 Million
0.55% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Iam Advisory, LLC
|
Jul 12, 2024 Q2 2024 |
192,326
shares
|
$12.6 Million
3.25% of portfolio
|
Q2 2024
Added 1565.59%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
187,193
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
184,897
shares
|
$12.1 Million
6.03% of portfolio
|
Q2 2024
Added 11.21%
|