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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
47,958
shares
|
$3.02 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
47,924
shares
|
$3.02 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
47,571
shares
|
$3 Million
0.22% of portfolio
|
Q3 2024
Added 1042.98%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
45,602
shares
|
$2.88 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
44,325
shares
|
$2.79 Million
0.76% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
43,574
shares
|
$2.75 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43,106
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
42,687
shares
|
$2.69 Million
1.57% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,683
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
38,819
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
38,574
shares
|
$2.43 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
36,620
shares
|
$2.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
36,447
shares
|
$2.3 Million
1.21% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
36,215
shares
|
$2.28 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
36,037
shares
|
$2.27 Million
0.54% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
35,617
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
35,601
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34,157
shares
|
$2.15 Million
0.43% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
33,330
shares
|
$2.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,694
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
32,666
shares
|
$2.06 Million
1.22% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
32,143
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
32,030
shares
|
$2.02 Million
1.6% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
31,545
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
31,309
shares
|
$1.97 Million
0.63% of portfolio
|
Q3 2024
Added 0.06%
|