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 383 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
52,782
shares
|
$3.51 Million
0.76% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
50,910
shares
|
$3.38 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
50,025
shares
|
$3.32 Million
0.57% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
50,010
shares
|
$3.32 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
49,808
shares
|
$3.31 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
48,320
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,266
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
46,807
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
44,123
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
43,100
shares
|
$2.86 Million
1.67% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
41,870
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
41,475
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 627.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
40,981
shares
|
$2.72 Million
0.37% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
40,791
shares
|
$2.71 Million
0.72% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
40,100
shares
|
$2.66 Million
0.87% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
39,620
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2024
Added 149.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,661
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,809
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
36,555
shares
|
$2.43 Million
0.29% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
36,451
shares
|
$2.42 Million
2.14% of portfolio
|
Q3 2024
Reduced 50.68%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
36,441
shares
|
$2.42 Million
1.67% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
36,205
shares
|
$2.41 Million
1.96% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
35,903
shares
|
$2.39 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$2.38 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|