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 350 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
47,924
shares
|
$3.06 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
46,001
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2024
Added 24.51%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
45,602
shares
|
$2.91 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
45,129
shares
|
$2.88 Million
0.43% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43,106
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
42,687
shares
|
$2.73 Million
1.57% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
38,574
shares
|
$2.46 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
36,620
shares
|
$2.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
36,215
shares
|
$2.31 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
35,953
shares
|
$2.3 Million
1.21% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
35,621
shares
|
$2.28 Million
0.52% of portfolio
|
Q2 2024
Added 19.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
35,617
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
35,601
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
35,365
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2024
Added 38.94%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34,157
shares
|
$2.18 Million
0.43% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
33,330
shares
|
$2.13 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
32,666
shares
|
$2.09 Million
1.22% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
32,262
shares
|
$2.06 Million
0.37% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
32,143
shares
|
$2.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,049
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2024
Added 17.99%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
31,545
shares
|
$2.01 Million
0.26% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
31,291
shares
|
$2 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
30,432
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2022
Added 165.74%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
30,421
shares
|
$1.94 Million
1.54% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
29,488
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2024
Added 3.6%
|