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 375 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
136,629
shares
|
$8.83 Million
3.33% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
133,366
shares
|
$8.62 Million
2.71% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
127,629
shares
|
$8.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
127,029
shares
|
$8.21 Million
0.04% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
117,949
shares
|
$7.62 Million
2.43% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
115,840
shares
|
$7.49 Million
3.89% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
114,642
shares
|
$7.41 Million
1.55% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
111,858
shares
|
$7.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
111,406
shares
|
$7.2 Million
0.53% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
107,803
shares
|
$6.97 Million
4.39% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$6.94 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
107,352
shares
|
$6.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
105,249
shares
|
$6.8 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100,573
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
100,182
shares
|
$6.48 Million
2.65% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
99,669
shares
|
$6.44 Million
4.45% of portfolio
|
Q3 2024
Reduced 40.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
95,960
shares
|
$6.2 Million
0.05% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
93,377
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
92,564
shares
|
$5.98 Million
2.58% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
91,270
shares
|
$5.9 Million
3.3% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
91,037
shares
|
$5.88 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
90,305
shares
|
$5.84 Million
0.7% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
90,218
shares
|
$5.83 Million
2.32% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
90,195
shares
|
$5.83 Million
3.09% of portfolio
|
Q3 2024
Added 4.22%
|