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 |
|---|---|---|---|---|---|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
37,293
shares
|
$2.87 Million
1.71% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
37,270
shares
|
$2.87 Million
0.58% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,189
shares
|
$2.86 Million
0.05% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
37,098
shares
|
$2.85 Million
0.34% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
35,964
shares
|
$2.77 Million
1.32% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$2.75 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
35,641
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Added 161.16%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
35,194
shares
|
$2.71 Million
0.05% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
35,106
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
34,528
shares
|
$2.66 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
34,002
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 88.77%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
33,752
shares
|
$2.6 Million
0.53% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
31,546
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.39 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
30,740
shares
|
$2.36 Million
0.63% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
30,023
shares
|
$2.31 Million
0.26% of portfolio
|
Q1 2025
Added 53.92%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
29,327
shares
|
$2.26 Million
0.87% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
29,322
shares
|
$2.26 Million
1.95% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
29,219
shares
|
$2.25 Million
1.59% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
29,100
shares
|
$2.24 Million
1.32% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
28,603
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
28,049
shares
|
$2.16 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
28,023
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Added 143.13%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
27,597
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.9%
|