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 416 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
15,337
shares
|
$1.06 Million
1.18% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
15,057
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
14,928
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 134.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,850
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,845
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
14,203
shares
|
$978,444
0.03% of portfolio
|
Q4 2024
Reduced 40.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$966,871
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
13,829
shares
|
$952,679
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,647
shares
|
$940,141
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
13,191
shares
|
$908,727
0.48% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
13,163
shares
|
$906,799
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
13,009
shares
|
$896,190
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,883
shares
|
$887,509
0.59% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
12,855
shares
|
$885,580
0.45% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,854
shares
|
$885,512
0.07% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,772
shares
|
$879,863
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,653
shares
|
$871,665
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
12,335
shares
|
$849,758
0.17% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
11,758
shares
|
$810,008
0.21% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$801,052
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
11,526
shares
|
$794,026
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,857
shares
|
$747,938
0.03% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,760
shares
|
$741,256
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,635
shares
|
$732,645
0.28% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,245
shares
|
$705,778
0.01% of portfolio
|
Q4 2024
New holding
|