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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
206,058
shares
|
$13.7 Million
3.17% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
203,025
shares
|
$13.5 Million
9.61% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
185,392
shares
|
$12.3 Million
3.18% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
183,119
shares
|
$12.2 Million
3.07% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$12.2 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$11.9 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
177,949
shares
|
$11.8 Million
4.92% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
174,275
shares
|
$11.6 Million
1.45% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
172,470
shares
|
$11.5 Million
0.5% of portfolio
|
Q4 2022
Added 0.2%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
170,917
shares
|
$11.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
169,806
shares
|
$11.3 Million
4.27% of portfolio
|
Q3 2024
Added 171.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
167,925
shares
|
$11.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
164,715
shares
|
$11 Million
1.32% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
158,840
shares
|
$10.6 Million
3.63% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
158,548
shares
|
$10.6 Million
3.76% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
157,344
shares
|
$10.5 Million
4.49% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
146,423
shares
|
$9.74 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
145,345
shares
|
$9.67 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
144,693
shares
|
$9.63 Million
0.28% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
143,928
shares
|
$9.58 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
143,032
shares
|
$9.52 Million
2.78% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
141,388
shares
|
$9.41 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
140,039
shares
|
$9.32 Million
0.02% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
139,956
shares
|
$9.31 Million
6.41% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
137,133
shares
|
$9.13 Million
3.73% of portfolio
|
Q3 2024
Added 1.25%
|