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 374 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.07 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,607
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
29,259
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
28,460
shares
|
$1.89 Million
1.4% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28,345
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,021
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
27,937
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
27,328
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,676
shares
|
$1.78 Million
1.2% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
26,527
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
26,318
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
26,166
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
26,105
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
25,542
shares
|
$1.7 Million
0.92% of portfolio
|
Q3 2024
Added 28.08%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
24,444
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2024
Added 7.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
24,242
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
24,155
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
23,913
shares
|
$1.59 Million
0.37% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,738
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
23,576
shares
|
$1.57 Million
0.58% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$1.55 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
22,986
shares
|
$1.53 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
22,229
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,185
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,631
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Added 0.16%
|