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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
30,432
shares
|
$1.92 Million
0.65% of portfolio
|
Q3 2022
Added 165.74%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
29,734
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
29,437
shares
|
$1.85 Million
1.21% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
29,360
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
29,264
shares
|
$1.84 Million
0.94% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,149
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,682
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$1.77 Million
1.33% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
28,046
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,492
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
26,896
shares
|
$1.69 Million
0.34% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
26,880
shares
|
$1.69 Million
1.43% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
26,733
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 155.18%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
26,641
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
26,641
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
26,563
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
25,943
shares
|
$1.63 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
|
$1.6 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
25,284
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
25,246
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,797
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Added 35.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
24,514
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,099
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,081
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
23,806
shares
|
$1.5 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.39%
|