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 |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
4,667
shares
|
$359,032
0.3% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$348,262
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,457
shares
|
$342,877
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,383
shares
|
$337,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,329
shares
|
$333,029
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,320
shares
|
$332,337
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
4,296
shares
|
$330,491
0.17% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
4,271
shares
|
$328,568
0.16% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
4,244
shares
|
$326,490
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
4,243
shares
|
$326,413
0.18% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,208
shares
|
$323,721
0.04% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
4,174
shares
|
$321,105
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,070
shares
|
$313,105
0.0% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$307,720
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,993
shares
|
$307,181
0.08% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
3,885
shares
|
$298,873
0.25% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$296,411
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,830
shares
|
$294,641
0.06% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,778
shares
|
$290,641
0.05% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,749
shares
|
$288,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,715
shares
|
$285,794
0.05% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,685
shares
|
$283,487
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,591
shares
|
$276,255
0.19% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,491
shares
|
$268,562
0.02% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,486
shares
|
$268,177
0.14% of portfolio
|
Q2 2024
New holding
|