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 461 institutions that hold shares in the stock, with a total of 91 Million shares, which have been reported (via 13F filing form) to have a value of $7.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
75,979
shares
|
$5.91 Million
0.28% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$5.75 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
73,249
shares
|
$5.7 Million
3.92% of portfolio
|
Q1 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
72,460
shares
|
$5.64 Million
4.01% of portfolio
|
Q1 2025
Added 244.72%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
72,244
shares
|
$5.62 Million
4.89% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
70,334
shares
|
$5.47 Million
2.9% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
70,239
shares
|
$5.47 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
69,643
shares
|
$5.42 Million
3.44% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
66,841
shares
|
$5.2 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
66,700
shares
|
$5.19 Million
0.65% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
66,520
shares
|
$5.18 Million
3.09% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
66,291
shares
|
$5.16 Million
1.93% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
65,400
shares
|
$5.09 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
65,189
shares
|
$5.07 Million
0.53% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
64,929
shares
|
$5.05 Million
2.31% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
64,237
shares
|
$5 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
63,274
shares
|
$4.92 Million
2.69% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
60,247
shares
|
$4.69 Million
3.11% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
60,014
shares
|
$4.67 Million
1.79% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
58,645
shares
|
$4.56 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
58,114
shares
|
$4.52 Million
3.09% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
57,275
shares
|
$4.46 Million
1.46% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$4.43 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
56,726
shares
|
$4.41 Million
1.36% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
55,395
shares
|
$4.31 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.88%
|