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 |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
29,437
shares
|
$1.88 Million
1.21% of portfolio
|
Q4 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
29,264
shares
|
$1.87 Million
0.94% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$1.79 Million
1.33% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,492
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,974
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
26,880
shares
|
$1.72 Million
1.43% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
26,750
shares
|
$1.71 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
26,563
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
26,109
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Added 28.19%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
25,943
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
25,464
shares
|
$1.63 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
25,284
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
25,246
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
24,514
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,099
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,081
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
23,806
shares
|
$1.52 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
23,599
shares
|
$1.51 Million
0.55% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
23,557
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Added 42.2%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
23,065
shares
|
$1.47 Million
1.25% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
22,859
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 44.1%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
22,461
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
22,211
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
22,061
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
21,850
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|