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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
54,959
shares
|
$4.23 Million
1.88% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
54,409
shares
|
$4.19 Million
3.1% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
52,816
shares
|
$4.06 Million
0.64% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
52,712
shares
|
$4.06 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
51,877
shares
|
$3.99 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
51,775
shares
|
$3.98 Million
0.4% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
51,528
shares
|
$3.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
51,330
shares
|
$3.95 Million
0.61% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
50,968
shares
|
$3.92 Million
0.52% of portfolio
|
Q1 2025
Added 241.43%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
50,201
shares
|
$3.86 Million
1.55% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
46,233
shares
|
$3.56 Million
1.39% of portfolio
|
Q1 2025
Added 38.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,001
shares
|
$3.54 Million
0.19% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,804
shares
|
$3.52 Million
0.99% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
44,528
shares
|
$3.43 Million
1.57% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
43,705
shares
|
$3.36 Million
0.34% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
43,508
shares
|
$3.35 Million
0.51% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
42,091
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
42,090
shares
|
$3.24 Million
0.72% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,243
shares
|
$3.17 Million
3.29% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
40,231
shares
|
$3.09 Million
1.85% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
39,846
shares
|
$3.07 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
39,365
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Added 34.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
38,846
shares
|
$2.99 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,866
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,801
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Added 27.14%
|