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 334 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
16,455,500
shares
|
$1.12 Billion
1.48% of portfolio
|
Q1 2024
Added 1.48%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
7,322,156
shares
|
$500 Million
5.58% of portfolio
|
Q1 2024
Added 8.0%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,566,819
shares
|
$380 Million
0.41% of portfolio
|
Q1 2024
Added 8.27%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 13, 2024 Q1 2024 |
2,305,915
shares
|
$157 Million
10.5% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
2,264,571
shares
|
$155 Million
1.69% of portfolio
|
Q1 2024
Added 30.69%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
1,839,960
shares
|
$126 Million
3.81% of portfolio
|
Q1 2024
Added 70.63%
|
|
Unison Advisors LLC
|
Apr 12, 2024 Q1 2024 |
1,776,254
shares
|
$121 Million
11.56% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
1,624,932
shares
|
$111 Million
7.14% of portfolio
|
Q1 2024
Added 29.37%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
1,619,214
shares
|
$111 Million
1.12% of portfolio
|
Q1 2024
Added 9.86%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$81 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,133,266
shares
|
$77.4 Million
0.2% of portfolio
|
Q1 2024
Added 5.43%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
998,981
shares
|
$68.2 Million
2.07% of portfolio
|
Q1 2024
Added 10.26%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
947,666
shares
|
$64.7 Million
2.27% of portfolio
|
Q1 2024
Added 4.19%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
896,172
shares
|
$61.2 Million
0.06% of portfolio
|
Q1 2024
Reduced 18.28%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
844,351
shares
|
$57.6 Million
0.02% of portfolio
|
Q1 2024
Added 6.09%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
613,043
shares
|
$41.9 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
599,838
shares
|
$41 Million
4.07% of portfolio
|
Q1 2024
Added 2.01%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
599,274
shares
|
$40.9 Million
3.09% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2024 Q1 2024 |
541,200
shares
|
$36.9 Million
5.03% of portfolio
|
Q1 2024
Added 1.37%
|
|
Carlson Capital Management
|
Apr 12, 2024 Q1 2024 |
528,519
shares
|
$36.1 Million
2.77% of portfolio
|
Q1 2024
Reduced 33.59%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
505,483
shares
|
$34.5 Million
1.01% of portfolio
|
Q1 2024
Added 4.8%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
468,432
shares
|
$32 Million
0.02% of portfolio
|
Q1 2024
Added 9.18%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
456,760
shares
|
$31.2 Million
2.67% of portfolio
|
Q1 2024
Added 2.79%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
449,507
shares
|
$30.7 Million
3.4% of portfolio
|
Q1 2024
Added 0.87%
|
|
Brickley Wealth Management
|
Apr 19, 2024 Q1 2024 |
445,077
shares
|
$30.4 Million
6.72% of portfolio
|
Q1 2024
Added 0.44%
|