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 381 institutions that hold shares in the stock, with a total of 81.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,999
shares
|
$465,993
0.09% of portfolio
|
Q4 2024
Added 42.66%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
6,949
shares
|
$462,664
0.07% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,743
shares
|
$448,948
0.17% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
6,451
shares
|
$429,507
0.17% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,418
shares
|
$427,310
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
6,378
shares
|
$424,647
0.08% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,345
shares
|
$422,450
0.01% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,316
shares
|
$420,519
0.0% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
6,303
shares
|
$419,653
0.15% of portfolio
|
Q4 2024
Added 61.04%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,228
shares
|
$414,660
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,170
shares
|
$410,798
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$406,138
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
6,010
shares
|
$400,145
0.12% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
5,910
shares
|
$393,487
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,884
shares
|
$391,756
0.01% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,723
shares
|
$381,037
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,393
shares
|
$359,065
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,330
shares
|
$354,871
0.0% of portfolio
|
Q3 2024
Added 124.52%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
4,991
shares
|
$332,300
0.02% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
4,900
shares
|
$326,242
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,840
shares
|
$322,247
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,698
shares
|
$312,792
0.18% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
4,647
shares
|
$309,397
0.25% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
4,550
shares
|
$302,939
0.04% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$301,407
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|