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 |
|---|---|---|---|---|---|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
27,142
shares
|
$2.09 Million
1.07% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,266
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Added 447.89%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26,264
shares
|
$2.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
25,847
shares
|
$1.99 Million
0.41% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
25,398
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
24,484
shares
|
$1.88 Million
1.42% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
24,265
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
24,224
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
24,032
shares
|
$1.85 Million
0.56% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
23,802
shares
|
$1.83 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
23,591
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
23,278
shares
|
$1.79 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,678
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,658
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
22,393
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
22,190
shares
|
$1.71 Million
0.45% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,992
shares
|
$1.69 Million
0.31% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
21,820
shares
|
$1.68 Million
1.39% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
21,612
shares
|
$1.66 Million
0.63% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
21,448
shares
|
$1.65 Million
1.49% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,391
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
20,865
shares
|
$1.61 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
20,560
shares
|
$1.58 Million
1.17% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,421
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 47.67%
|