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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
272,146
shares
|
$20.9 Million
2.35% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
267,435
shares
|
$20.6 Million
13.78% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
265,237
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 81.14%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
258,579
shares
|
$19.9 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
257,214
shares
|
$19.8 Million
3.63% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
254,848
shares
|
$19.6 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
246,384
shares
|
$19 Million
8.5% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
245,921
shares
|
$18.9 Million
1.69% of portfolio
|
Q4 2024
Added 49.3%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
244,052
shares
|
$18.8 Million
1.22% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
230,775
shares
|
$17.8 Million
10.46% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
224,402
shares
|
$17.3 Million
8.37% of portfolio
|
Q1 2025
Added 62.89%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
216,244
shares
|
$16.6 Million
5.13% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$16.3 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
209,508
shares
|
$16.1 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
208,850
shares
|
$16.1 Million
3.43% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
203,776
shares
|
$15.7 Million
3.45% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
200,025
shares
|
$15.4 Million
1.65% of portfolio
|
Q1 2025
Added 38.06%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
189,113
shares
|
$14.5 Million
4.75% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$14.1 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
181,185
shares
|
$13.9 Million
2.01% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$13.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
177,569
shares
|
$13.7 Million
4.07% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
175,860
shares
|
$13.5 Million
0.49% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
174,110
shares
|
$13.4 Million
4.67% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
169,748
shares
|
$13.1 Million
0.05% of portfolio
|
Q1 2025
Added 10.71%
|