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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
4,451
shares
|
$273,558
0.02% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,434
shares
|
$272,513
0.02% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
4,413
shares
|
$271,222
0.21% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,367
shares
|
$268,395
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,125
shares
|
$253,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,125
shares
|
$253,522
0.05% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,117
shares
|
$253,030
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,018
shares
|
$246,946
0.1% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,960
shares
|
$243,381
0.0% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
3,936
shares
|
$241,906
0.1% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
3,910
shares
|
$240,308
0.12% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,908
shares
|
$240,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,879
shares
|
$238,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,858
shares
|
$237,112
0.06% of portfolio
|
Q2 2023
Reduced 87.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,856
shares
|
$236,989
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3,800
shares
|
$233,548
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,563
shares
|
$218,981
0.0% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
3,277
shares
|
$201,404
0.1% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,225
shares
|
$198,208
0.08% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
3,174
shares
|
$195,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,156
shares
|
$193,967
0.0% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,595
shares
|
$159,488
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,560
shares
|
$157,337
0.06% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,400
shares
|
$147,504
0.02% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,344
shares
|
$144,062
0.01% of portfolio
|
Q3 2024
New holding
|