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 |
|---|---|---|---|---|---|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
63,218
shares
|
$4.09 Million
2.25% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
61,960
shares
|
$4.01 Million
2.43% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
61,591
shares
|
$3.98 Million
1.32% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
60,209
shares
|
$3.89 Million
1.72% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
59,977
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
58,195
shares
|
$3.76 Million
1.8% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
58,039
shares
|
$3.75 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
57,496
shares
|
$3.72 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$3.68 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
56,700
shares
|
$3.67 Million
0.45% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,486
shares
|
$3.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
56,328
shares
|
$3.64 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
56,083
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
54,988
shares
|
$3.55 Million
1.79% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
54,782
shares
|
$3.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
54,395
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 32.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
54,064
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
53,682
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
53,330
shares
|
$3.45 Million
0.52% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
52,471
shares
|
$3.39 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
52,432
shares
|
$3.39 Million
1.47% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
50,910
shares
|
$3.29 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
49,808
shares
|
$3.22 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
49,168
shares
|
$3.18 Million
0.66% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
48,320
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|