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 461 institutions that hold shares in the stock, with a total of 91 Million shares, which have been reported (via 13F filing form) to have a value of $7.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$130,720
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,611
shares
|
$125,351
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,610
shares
|
$125,274
0.01% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,582
shares
|
$123,095
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,419
shares
|
$110,412
0.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,085
shares
|
$84,423
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$77,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
971
shares
|
$75,553
0.0% of portfolio
|
Q1 2025
Reduced 56.54%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
967
shares
|
$75,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
932
shares
|
$72,518
0.01% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
856
shares
|
$66,605
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
777
shares
|
$60,458
0.0% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
758
shares
|
$58,979
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
719
shares
|
$55,945
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
657
shares
|
$51,121
0.0% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
623
shares
|
$48,475
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
588
shares
|
$45,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
521
shares
|
$40,539
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
520
shares
|
$40,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
480
shares
|
$37,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
460
shares
|
$35,792
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
431
shares
|
$33,536
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
410
shares
|
$31,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
300
shares
|
$23,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
276
shares
|
$21,475
0.02% of portfolio
|
Q4 2024
New holding
|