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 $4.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
192,051
shares
|
$12.1 Million
6.23% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
190,823
shares
|
$12 Million
4.47% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
176,522
shares
|
$11.1 Million
2.21% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
175,082
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
172,922
shares
|
$10.9 Million
1.91% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
172,639
shares
|
$10.9 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
171,005
shares
|
$10.8 Million
0.73% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
170,154
shares
|
$10.7 Million
0.34% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
167,457
shares
|
$10.6 Million
0.17% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
164,845
shares
|
$10.4 Million
0.94% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
164,674
shares
|
$10.4 Million
8.67% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
159,277
shares
|
$10 Million
0.24% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$9.88 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
152,502
shares
|
$9.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 29.68%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
151,968
shares
|
$9.58 Million
3.93% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
149,992
shares
|
$9.46 Million
4.27% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
149,074
shares
|
$9.4 Million
1.65% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
148,412
shares
|
$9.36 Million
1.29% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
147,509
shares
|
$9.3 Million
2.52% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
144,443
shares
|
$9.11 Million
0.79% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
142,318
shares
|
$8.97 Million
4.09% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
136,995
shares
|
$8.64 Million
0.82% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
132,700
shares
|
$8.37 Million
2.5% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
129,126
shares
|
$8.14 Million
7.91% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
128,414
shares
|
$8.1 Million
2.37% of portfolio
|
Q3 2024
Added 2.17%
|