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 374 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
454,458
shares
|
$30.2 Million
11.97% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
452,509
shares
|
$30.1 Million
2.25% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
446,840
shares
|
$29.7 Million
1.15% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
445,670
shares
|
$29.7 Million
6.43% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
415,023
shares
|
$27.6 Million
4.18% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
384,812
shares
|
$25.6 Million
0.31% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
373,627
shares
|
$24.9 Million
2.4% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
363,826
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
343,634
shares
|
$22.9 Million
3.04% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
342,018
shares
|
$22.8 Million
1.26% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
332,363
shares
|
$22.1 Million
1.47% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
325,654
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
304,146
shares
|
$20.2 Million
1.61% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
298,023
shares
|
$19.8 Million
3.35% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
296,017
shares
|
$19.7 Million
0.3% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
282,497
shares
|
$18.8 Million
9.53% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
280,935
shares
|
$18.7 Million
4.66% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
241,248
shares
|
$16.1 Million
5.93% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
235,194
shares
|
$15.7 Million
2.08% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
219,014
shares
|
$14.6 Million
7.77% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
218,120
shares
|
$14.5 Million
1.06% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
216,707
shares
|
$14.4 Million
3.61% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
216,317
shares
|
$14.4 Million
0.64% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
212,564
shares
|
$14.1 Million
0.35% of portfolio
|
Q3 2024
Added 1009.3%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$14.1 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|