Institutional Ownership American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,869
shares
|
$126,307
0.01% of portfolio
|
Q3 2024
Added 144.31%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,810
shares
|
$122,319
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,696
shares
|
$114,615
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$113,534
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,650
shares
|
$111,507
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,643
shares
|
$111,033
0.0% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,588
shares
|
$107,317
0.02% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,482
shares
|
$100,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,311
shares
|
$88,597
0.0% of portfolio
|
Q3 2024
Reduced 48.2%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
969
shares
|
$65,485
0.02% of portfolio
|
Q3 2024
Added 31.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
778
shares
|
$52,577
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
746
shares
|
$50,414
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
712
shares
|
$48,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
698
shares
|
$47,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
683
shares
|
$46,157
0.0% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
635
shares
|
$42,913
0.01% of portfolio
|
Q3 2024
Reduced 40.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
560
shares
|
$37,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
521
shares
|
$35,209
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
518
shares
|
$35,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
460
shares
|
$31,086
0.0% of portfolio
|
Q3 2024
Added 145.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
436
shares
|
$29,464
0.0% of portfolio
|
Q3 2024
Added 104.69%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
434
shares
|
$29,329
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
320
shares
|
$21,625
0.0% of portfolio
|
Q3 2024
Reduced 60.49%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
248
shares
|
$16,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
239
shares
|
$16,151
0.0% of portfolio
|
Q2 2024
Added 71.94%
|