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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
73,289
shares
|
$4.62 Million
0.94% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
69,637
shares
|
$4.39 Million
3.04% of portfolio
|
Q4 2022
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
69,286
shares
|
$4.37 Million
2.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
69,142
shares
|
$4.36 Million
0.27% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
66,774
shares
|
$4.21 Million
2.53% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
64,790
shares
|
$4.08 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
63,624
shares
|
$4.01 Million
0.28% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
63,147
shares
|
$3.98 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,598
shares
|
$3.75 Million
0.06% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
57,850
shares
|
$3.64 Million
1.77% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
57,706
shares
|
$3.64 Million
2.39% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
56,138
shares
|
$3.54 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
55,235
shares
|
$3.48 Million
0.38% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
53,665
shares
|
$3.38 Million
0.09% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
53,281
shares
|
$3.36 Million
1.2% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
53,199
shares
|
$3.35 Million
1.39% of portfolio
|
Q3 2024
Reduced 49.74%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
52,911
shares
|
$3.33 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,729
shares
|
$3.32 Million
0.15% of portfolio
|
Q3 2024
Added 139.01%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
52,489
shares
|
$3.31 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,831
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
51,794
shares
|
$3.26 Million
2.25% of portfolio
|
Q3 2024
Added 19.24%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
50,417
shares
|
$3.18 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
49,627
shares
|
$3.13 Million
1.37% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
48,922
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
48,103
shares
|
$3.03 Million
1.41% of portfolio
|
Q3 2024
Added 4.39%
|