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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,176,473
shares
|
$1.1 Billion
1.25% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,923,830
shares
|
$571 Million
5.37% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,339,510
shares
|
$405 Million
0.45% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$165 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,516,627
shares
|
$161 Million
4.07% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,346,677
shares
|
$150 Million
9.69% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,315,295
shares
|
$148 Million
9.74% of portfolio
|
Q3 2024
Added 51055.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,647,368
shares
|
$105 Million
1.14% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,367,583
shares
|
$87.5 Million
2.4% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,196,943
shares
|
$76.6 Million
0.19% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$75.9 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,162,732
shares
|
$74.4 Million
9.93% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,031,537
shares
|
$66 Million
0.02% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,003,921
shares
|
$64.2 Million
0.06% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
853,209
shares
|
$54.6 Million
0.09% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
826,482
shares
|
$52.9 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
667,920
shares
|
$42.7 Million
0.77% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
632,655
shares
|
$40.5 Million
3.99% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
615,911
shares
|
$39.4 Million
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
568,315
shares
|
$36.3 Million
1.56% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
564,707
shares
|
$36.1 Million
2.85% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
554,796
shares
|
$35.5 Million
5.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
552,088
shares
|
$35.3 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
501,628
shares
|
$32.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
469,742
shares
|
$30 Million
3.45% of portfolio
|
Q3 2024
Added 4.4%
|