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 468 institutions that hold shares in the stock, with a total of 91.1 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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
521
shares
|
$41,778
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
520
shares
|
$41,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
480
shares
|
$38,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
460
shares
|
$36,887
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
431
shares
|
$34,561
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
410
shares
|
$32,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
380
shares
|
$30,472
0.01% of portfolio
|
Q2 2025
Added 117.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
302
shares
|
$24,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
300
shares
|
$24,057
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
281
shares
|
$22,533
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
268
shares
|
$21,490
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
258
shares
|
$20,689
1.35% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
235
shares
|
$18,844
0.0% of portfolio
|
Q1 2025
Added 161.11%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
228
shares
|
$18,283
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
227
shares
|
$18,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
210
shares
|
$16,839
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
202
shares
|
$16,198
0.0% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
187
shares
|
$14,995
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
159
shares
|
$12,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
152
shares
|
$12,188
0.0% of portfolio
|
Q2 2025
Reduced 41.98%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
150
shares
|
$12,028
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
150
shares
|
$12,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
130
shares
|
$10,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
111
shares
|
$8,901
0.0% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
107
shares
|
$8,580
0.0% of portfolio
|
Q1 2025
Reduced 66.56%
|