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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
166,940
shares
|
$12.8 Million
0.31% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
166,774
shares
|
$12.8 Million
3.75% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
165,946
shares
|
$12.8 Million
4.82% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
164,800
shares
|
$12.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
162,209
shares
|
$12.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
159,487
shares
|
$12.3 Million
6.2% of portfolio
|
Q1 2025
Added 42.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
158,483
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Added 193.69%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
156,821
shares
|
$12.1 Million
6.56% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
154,296
shares
|
$11.9 Million
2.97% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
154,252
shares
|
$11.9 Million
1.64% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
152,806
shares
|
$11.8 Million
0.64% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
152,766
shares
|
$11.8 Million
4.23% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
148,751
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
148,405
shares
|
$11.4 Million
2.86% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
146,423
shares
|
$11.3 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
145,526
shares
|
$11.2 Million
3.94% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
143,373
shares
|
$11 Million
7.15% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
137,591
shares
|
$10.6 Million
3.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
136,807
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
135,730
shares
|
$10.4 Million
1.79% of portfolio
|
Q1 2025
Added 67.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
133,604
shares
|
$10.3 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
130,312
shares
|
$10 Million
3.35% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
127,479
shares
|
$9.81 Million
0.05% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
127,336
shares
|
$9.8 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
124,998
shares
|
$9.62 Million
2.86% of portfolio
|
Q1 2025
Added 0.37%
|