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 |
---|---|---|---|---|---|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
177,610
shares
|
$11.6 Million
3.4% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
176,251
shares
|
$11.5 Million
6.16% of portfolio
|
Q2 2024
Added 17.26%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
173,093
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2024
Added 121.03%
|
|
Zhang Financial LLC
|
Jul 19, 2024 Q2 2024 |
170,815
shares
|
$11.1 Million
0.75% of portfolio
|
Q2 2024
Added 4.56%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
164,800
shares
|
$10.8 Million
4.1% of portfolio
|
Q1 2023
Added 0.46%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
163,269
shares
|
$10.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
162,404
shares
|
$10.6 Million
0.92% of portfolio
|
Q2 2024
Added 2.87%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
162,108
shares
|
$10.6 Million
2.04% of portfolio
|
Q2 2024
Added 17.56%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
161,675
shares
|
$10.6 Million
1.84% of portfolio
|
Q2 2024
Added 11.59%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
159,686
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2024
Added 13.14%
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
156,763
shares
|
$10.2 Million
0.64% of portfolio
|
Q3 2022
Added 4.15%
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
150,219
shares
|
$9.8 Million
4.19% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
148,412
shares
|
$9.69 Million
1.28% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
147,356
shares
|
$9.62 Million
1.67% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
146,994
shares
|
$9.59 Million
0.26% of portfolio
|
Q2 2024
Added 6.1%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
146,478
shares
|
$9.56 Million
7.58% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Echo Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
146,432
shares
|
$9.56 Million
7.74% of portfolio
|
Q2 2024
Added 18.99%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
146,181
shares
|
$9.54 Million
0.47% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
145,542
shares
|
$9.5 Million
0.3% of portfolio
|
Q2 2024
Added 13.93%
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
143,425
shares
|
$9.36 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
143,393
shares
|
$9.36 Million
4.11% of portfolio
|
Q2 2024
Added 8.11%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
141,256
shares
|
$9.22 Million
4.17% of portfolio
|
Q2 2024
Added 3.34%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
137,717
shares
|
$8.99 Million
2.44% of portfolio
|
Q2 2024
Added 9.9%
|
|
Canvas Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
137,661
shares
|
$8.98 Million
2.64% of portfolio
|
Q2 2024
Added 2.83%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
132,165
shares
|
$8.63 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.2%
|