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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,576
shares
|
$370,692
0.01% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,330
shares
|
$354,338
0.0% of portfolio
|
Q3 2024
Added 124.52%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,261
shares
|
$349,751
0.02% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
4,991
shares
|
$331,801
0.02% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,919
shares
|
$327,015
0.21% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
4,906
shares
|
$326,150
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,840
shares
|
$321,763
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,781
shares
|
$317,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
4,647
shares
|
$308,932
0.25% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$300,954
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,492
shares
|
$298,628
0.0% of portfolio
|
Q3 2024
Reduced 68.81%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,402
shares
|
$292,644
0.09% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
4,369
shares
|
$290,451
0.07% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$288,656
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
4,271
shares
|
$283,936
0.17% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,261
shares
|
$283,271
0.07% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,214
shares
|
$280,146
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
4,192
shares
|
$278,684
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,131
shares
|
$274,628
0.0% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
4,109
shares
|
$273,166
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,095
shares
|
$272,235
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,065
shares
|
$270,241
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$265,920
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,955
shares
|
$262,928
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
3,914
shares
|
$260,202
0.1% of portfolio
|
Q2 2024
Reduced 8.06%
|