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 435 institutions that hold shares in the stock, with a total of 78.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,653
shares
|
$891,530
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
12,335
shares
|
$869,124
0.17% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
11,758
shares
|
$828,468
0.21% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$819,308
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
11,526
shares
|
$812,121
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,857
shares
|
$764,984
0.03% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,760
shares
|
$758,149
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
10,548
shares
|
$743,212
0.27% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
10,275
shares
|
$723,976
0.13% of portfolio
|
Q1 2025
Added 46.81%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,245
shares
|
$721,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
10,134
shares
|
$714,041
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,851
shares
|
$694,101
0.0% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
9,831
shares
|
$692,692
0.07% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,824
shares
|
$692,199
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,675
shares
|
$681,700
0.01% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,438
shares
|
$665,001
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,200
shares
|
$648,232
0.23% of portfolio
|
Q1 2024
Added 109.09%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
9,195
shares
|
$647,879
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
8,680
shares
|
$611,592
0.46% of portfolio
|
Q4 2024
Reduced 44.27%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
8,654
shares
|
$609,760
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
8,439
shares
|
$594,611
0.15% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
8,205
shares
|
$578,124
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,167
shares
|
$575,446
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
8,148
shares
|
$574,108
0.02% of portfolio
|
Q4 2024
Added 1067.34%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
8,132
shares
|
$572,980
0.5% of portfolio
|
Q4 2024
New holding
|