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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
90,185
shares
|
$6 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
87,842
shares
|
$5.85 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
87,099
shares
|
$5.8 Million
3.83% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
86,269
shares
|
$5.74 Million
0.35% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
84,276
shares
|
$5.61 Million
0.79% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
81,933
shares
|
$5.45 Million
0.6% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
81,290
shares
|
$5.41 Million
0.16% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
80,002
shares
|
$5.32 Million
3.7% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
79,226
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
79,192
shares
|
$5.27 Million
0.98% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
79,179
shares
|
$5.27 Million
0.07% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$5.27 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
78,889
shares
|
$5.25 Million
0.31% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
78,054
shares
|
$5.19 Million
4.11% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
75,793
shares
|
$5.04 Million
1.85% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$4.91 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
72,801
shares
|
$4.84 Million
0.18% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
72,507
shares
|
$4.83 Million
2.06% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
72,217
shares
|
$4.81 Million
0.49% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
71,612
shares
|
$4.77 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
71,520
shares
|
$4.76 Million
3.75% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
69,553
shares
|
$4.63 Million
1.25% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
66,923
shares
|
$4.45 Million
1.84% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
65,946
shares
|
$4.39 Million
2.2% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
65,207
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 14.44%
|