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 459 institutions that hold shares in the stock, with a total of 90.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,443,482
shares
|
$1.11 Billion
0.95% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
10,739,009
shares
|
$826 Million
5.68% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,189,537
shares
|
$476 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,601,353
shares
|
$277 Million
4.09% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$198 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,483,580
shares
|
$191 Million
10.77% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,432,059
shares
|
$187 Million
10.24% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,162,477
shares
|
$166 Million
0.05% of portfolio
|
Q1 2025
Added 118.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,659,857
shares
|
$128 Million
1.59% of portfolio
|
Q1 2025
Added 979.75%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,638,029
shares
|
$126 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,616,905
shares
|
$124 Million
2.43% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,309,664
shares
|
$101 Million
0.19% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$91.3 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
1,164,478
shares
|
$89.6 Million
10.4% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,120,128
shares
|
$86.2 Million
0.13% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
971,401
shares
|
$74.7 Million
1.06% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
823,506
shares
|
$63.4 Million
0.02% of portfolio
|
Q1 2025
Added 120.49%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
715,401
shares
|
$55 Million
0.74% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
715,192
shares
|
$55 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
688,803
shares
|
$53 Million
0.03% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
663,126
shares
|
$51 Million
4.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
617,393
shares
|
$47.5 Million
1.7% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
607,322
shares
|
$46.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
596,072
shares
|
$45.9 Million
15.7% of portfolio
|
Q1 2025
Added 1045.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
580,604
shares
|
$44.7 Million
0.35% of portfolio
|
Q1 2025
New holding
|