Institutional Ownership American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE). We have compiled data on the 361 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
127,705
shares
|
$7.77 Million
2.03% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
121,734
shares
|
$7.4 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
121,278
shares
|
$7.37 Million
3.61% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$7.33 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
114,711
shares
|
$6.98 Million
4.06% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
113,363
shares
|
$6.89 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
110,910
shares
|
$6.74 Million
0.47% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
105,434
shares
|
$6.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
105,006
shares
|
$6.39 Million
0.99% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
101,510
shares
|
$6.17 Million
0.19% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
101,148
shares
|
$6.15 Million
1.54% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
98,204
shares
|
$5.97 Million
2.07% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
98,182
shares
|
$5.97 Million
3.14% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
96,504
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.27%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
94,620
shares
|
$5.75 Million
4.55% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
93,352
shares
|
$5.68 Million
1.87% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
93,157
shares
|
$5.66 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$5.43 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
87,821
shares
|
$5.34 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
84,939
shares
|
$5.17 Million
3.98% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
83,118
shares
|
$5.05 Million
2.94% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
82,347
shares
|
$5.01 Million
0.2% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
81,210
shares
|
$4.94 Million
1.73% of portfolio
|
Q3 2024
Reduced 98.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
75,663
shares
|
$4.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
73,752
shares
|
$4.48 Million
1.19% of portfolio
|
Q3 2024
Added 3.15%
|