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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,482
shares
|
$398,383
0.24% of portfolio
|
Q2 2024
Added 60.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
6,368
shares
|
$391,377
0.13% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
6,285
shares
|
$386,276
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
6,248
shares
|
$384,002
0.22% of portfolio
|
Q3 2024
Reduced 93.42%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,210
shares
|
$381,666
0.07% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,133
shares
|
$376,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
6,098
shares
|
$374,783
0.13% of portfolio
|
Q3 2024
Added 35.51%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
6,065
shares
|
$372,754
0.18% of portfolio
|
Q2 2024
Reduced 32.64%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,773
shares
|
$354,808
0.01% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
5,710
shares
|
$350,936
0.09% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
5,393
shares
|
$331,453
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,390
shares
|
$331,269
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,287
shares
|
$324,939
0.02% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
5,132
shares
|
$315,412
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
5,090
shares
|
$312,831
0.19% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,958
shares
|
$304,718
0.04% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,943
shares
|
$303,796
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,897
shares
|
$300,969
0.0% of portfolio
|
Q4 2023
Added 7.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,839
shares
|
$297,404
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,774
shares
|
$293,410
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,744
shares
|
$291,566
0.03% of portfolio
|
Q3 2024
Added 2535.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,714
shares
|
$289,722
0.02% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
4,562
shares
|
$280,380
0.23% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,541
shares
|
$279,089
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,487
shares
|
$275,771
0.04% of portfolio
|
Q2 2024
Added 1.38%
|