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 $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,464
shares
|
$268,113
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,270
shares
|
$253,098
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
3,195
shares
|
$247,293
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,139
shares
|
$242,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,123
shares
|
$241,720
0.02% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
3,116
shares
|
$241,178
0.16% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
3,099
shares
|
$239,862
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,093
shares
|
$239,398
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,060
shares
|
$236,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,039
shares
|
$235,218
0.02% of portfolio
|
Q1 2025
Reduced 67.8%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,026
shares
|
$234,212
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,003
shares
|
$232,432
0.03% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
2,969
shares
|
$229,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
2,896
shares
|
$224,150
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
2,810
shares
|
$217,494
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,803
shares
|
$216,952
0.01% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,548
shares
|
$197,215
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,317
shares
|
$179,335
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
2,260
shares
|
$174,924
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,952
shares
|
$151,084
0.0% of portfolio
|
Q1 2025
Added 193.09%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,874
shares
|
$145,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,856
shares
|
$143,654
0.01% of portfolio
|
Q1 2025
Reduced 93.59%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,810
shares
|
$140,094
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$130,032
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,611
shares
|
$124,691
0.02% of portfolio
|
Q1 2025
New holding
|