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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,830
shares
|
$269,861
0.06% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,715
shares
|
$261,758
0.04% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,685
shares
|
$259,645
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
3,603
shares
|
$253,867
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,564
shares
|
$251,119
0.0% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,547
shares
|
$249,921
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
3,486
shares
|
$245,623
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,482
shares
|
$245,341
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,464
shares
|
$244,073
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,454
shares
|
$243,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,437
shares
|
$242,171
0.01% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
3,331
shares
|
$234,702
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
3,217
shares
|
$226,669
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
3,195
shares
|
$225,119
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
3,146
shares
|
$221,667
0.13% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,085
shares
|
$217,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
2,992
shares
|
$210,816
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,810
shares
|
$197,992
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,272
shares
|
$160,085
0.02% of portfolio
|
Q4 2024
Added 257.8%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,260
shares
|
$159,239
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,189
shares
|
$154,236
0.0% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,119
shares
|
$149,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,874
shares
|
$132,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,810
shares
|
$127,532
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,734
shares
|
$122,177
0.0% of portfolio
|
Q4 2024
New holding
|