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 472 institutions that hold shares in the stock, with a total of 91.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
4,991
shares
|
$400,228
0.02% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,937
shares
|
$395,898
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
4,915
shares
|
$394,133
0.29% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
4,844
shares
|
$388,440
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,840
shares
|
$388,119
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,676
shares
|
$374,968
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
4,667
shares
|
$374,246
0.3% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$363,020
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,457
shares
|
$357,406
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,383
shares
|
$351,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,329
shares
|
$347,142
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,320
shares
|
$346,420
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
4,296
shares
|
$344,496
0.17% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
4,271
shares
|
$342,491
0.16% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
4,243
shares
|
$340,246
0.18% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,208
shares
|
$337,439
0.04% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
4,174
shares
|
$334,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,070
shares
|
$326,373
0.0% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$320,760
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,993
shares
|
$320,198
0.08% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,974
shares
|
$318,675
0.01% of portfolio
|
Q2 2025
Added 112.06%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
3,885
shares
|
$311,538
0.26% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$308,972
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,830
shares
|
$307,127
0.06% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,778
shares
|
$302,957
0.05% of portfolio
|
Q1 2025
Added 8.5%
|