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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
21,111
shares
|
$1.4 Million
0.3% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,087
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
20,816
shares
|
$1.39 Million
0.35% of portfolio
|
Q3 2024
Reduced 88.25%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,755
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
19,760
shares
|
$1.32 Million
1.12% of portfolio
|
Q2 2024
Added 8.21%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
19,519
shares
|
$1.3 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
19,161
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
18,878
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
18,622
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
18,589
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
17,850
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,288
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
17,219
shares
|
$1.15 Million
0.85% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
17,074
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
17,051
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,975
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
16,951
shares
|
$1.13 Million
1.54% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
16,893
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
16,484
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
16,220
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,852
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 225.24%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
15,676
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
15,575
shares
|
$1.04 Million
0.87% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,494
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2023
New holding
|