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 359 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
23,599
shares
|
$1.45 Million
0.55% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
23,245
shares
|
$1.43 Million
0.35% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,979
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
22,729
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
22,211
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
21,850
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
21,529
shares
|
$1.32 Million
0.98% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
21,292
shares
|
$1.31 Million
1.1% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
20,929
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 175.42%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
20,393
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
20,341
shares
|
$1.25 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,310
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,550
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,322
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,983
shares
|
$1.17 Million
0.46% of portfolio
|
Q3 2023
Reduced 13.94%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
18,816
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
18,320
shares
|
$1.13 Million
0.5% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,287
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
18,162
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 90.34%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
17,980
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
17,963
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2024
Added 28.59%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
17,844
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 3.34%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
17,827
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
17,736
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
17,583
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.6%
|