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 |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
122,331
shares
|
$9.41 Million
3.89% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
119,266
shares
|
$9.18 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
115,118
shares
|
$8.86 Million
5.2% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
113,415
shares
|
$8.73 Million
3.0% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
112,858
shares
|
$8.68 Million
0.01% of portfolio
|
Q1 2025
Added 64.77%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
109,642
shares
|
$8.43 Million
0.04% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,269
shares
|
$8.41 Million
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$8.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$8.26 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
106,773
shares
|
$8.21 Million
0.38% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
106,406
shares
|
$8.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
104,307
shares
|
$8.02 Million
0.05% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
104,171
shares
|
$8.01 Million
2.66% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
103,719
shares
|
$7.98 Million
0.92% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
99,770
shares
|
$7.68 Million
1.58% of portfolio
|
Q1 2025
Added 65.44%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
99,252
shares
|
$7.64 Million
3.23% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
94,382
shares
|
$7.26 Million
3.72% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
93,670
shares
|
$7.21 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
92,104
shares
|
$7.09 Million
3.24% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
91,845
shares
|
$7.07 Million
1.9% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
91,560
shares
|
$7.04 Million
0.65% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
89,434
shares
|
$6.88 Million
3.85% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
89,409
shares
|
$6.88 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
89,170
shares
|
$6.86 Million
3.28% of portfolio
|
Q1 2025
Added 4.74%
|