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 448 institutions that hold shares in the stock, with a total of 79.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,854
shares
|
$907,235
0.07% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,772
shares
|
$901,447
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,653
shares
|
$893,048
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
12,335
shares
|
$870,604
0.17% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
11,758
shares
|
$829,879
0.21% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$820,704
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,625
shares
|
$820,492
0.2% of portfolio
|
Q1 2025
Added 54.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,857
shares
|
$766,287
0.03% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,760
shares
|
$759,440
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
10,680
shares
|
$753,794
0.11% of portfolio
|
Q1 2025
Added 134.73%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
10,548
shares
|
$744,477
0.27% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
10,275
shares
|
$725,209
0.13% of portfolio
|
Q1 2025
Added 46.81%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,245
shares
|
$723,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
10,134
shares
|
$715,257
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,934
shares
|
$701,141
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,851
shares
|
$695,283
0.0% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
9,831
shares
|
$693,871
0.07% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,824
shares
|
$693,377
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,685
shares
|
$683,567
0.3% of portfolio
|
Q1 2025
Reduced 93.42%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,675
shares
|
$682,861
0.01% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,438
shares
|
$666,134
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
9,365
shares
|
$660,981
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,200
shares
|
$649,336
0.23% of portfolio
|
Q1 2024
Added 109.09%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
8,930
shares
|
$630,279
0.52% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
8,654
shares
|
$610,799
0.12% of portfolio
|
Q1 2025
New holding
|