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 |
|---|---|---|---|---|---|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
572,501
shares
|
$44 Million
5.48% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$43.9 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
558,746
shares
|
$43 Million
1.01% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
526,664
shares
|
$40.5 Million
5.59% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
523,448
shares
|
$40.3 Million
12.48% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
500,978
shares
|
$38.5 Million
3.65% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
452,957
shares
|
$34.8 Million
6.55% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
448,497
shares
|
$34.5 Million
0.0% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
448,149
shares
|
$34.5 Million
2.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
438,265
shares
|
$33.7 Million
2.78% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
427,270
shares
|
$32.9 Million
4.28% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
411,938
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Added 71.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
389,116
shares
|
$29.9 Million
0.15% of portfolio
|
Q1 2025
Added 9012.79%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
380,837
shares
|
$29.3 Million
0.93% of portfolio
|
Q1 2025
Added 34.98%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
374,874
shares
|
$28.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
373,947
shares
|
$28.8 Million
3.86% of portfolio
|
Q1 2025
Added 412.45%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
346,515
shares
|
$26.7 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
318,201
shares
|
$24.5 Million
3.96% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
310,374
shares
|
$23.9 Million
19.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
305,755
shares
|
$23.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
305,518
shares
|
$23.5 Million
9.4% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
302,579
shares
|
$23.3 Million
1.37% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
300,000
shares
|
$23.1 Million
0.01% of portfolio
|
Q1 2025
Added 85.29%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
292,061
shares
|
$22.5 Million
4.43% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
283,055
shares
|
$21.8 Million
6.0% of portfolio
|
Q1 2025
Added 7.56%
|