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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
258
shares
|
$19,847
1.35% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
235
shares
|
$18,078
0.0% of portfolio
|
Q1 2025
Added 161.11%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
227
shares
|
$17,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
210
shares
|
$16,155
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
202
shares
|
$15,539
0.0% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
187
shares
|
$14,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
175
shares
|
$13,462
0.0% of portfolio
|
Q1 2025
Added 28.68%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
159
shares
|
$12,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
150
shares
|
$11,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
150
shares
|
$11,539
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
130
shares
|
$10,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
111
shares
|
$8,539
0.0% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
107
shares
|
$8,231
0.0% of portfolio
|
Q1 2025
Reduced 66.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
99
shares
|
$7,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
89
shares
|
$6,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
84
shares
|
$6,462
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
64
shares
|
$4,923
0.0% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
60
shares
|
$4,615
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
58
shares
|
$4,461
0.0% of portfolio
|
Q1 2025
Reduced 92.54%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
55
shares
|
$4,231
0.0% of portfolio
|
Q1 2025
Reduced 69.44%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
39
shares
|
$3,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
36
shares
|
$2,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$2,692
0.0% of portfolio
|
Q2 2023
Added 600.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
26
shares
|
$2,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
24
shares
|
$1,846
0.0% of portfolio
|
Q4 2024
Reduced 95.37%
|