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 427 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
4,525
shares
|
$305,347
0.07% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,410
shares
|
$297,586
0.09% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,402
shares
|
$297,046
0.08% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,383
shares
|
$295,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,356
shares
|
$293,942
0.0% of portfolio
|
Q4 2024
Added 165.12%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,342
shares
|
$292,998
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
4,296
shares
|
$289,894
0.17% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,295
shares
|
$289,826
0.0% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
4,271
shares
|
$288,207
0.16% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,270
shares
|
$288,139
0.0% of portfolio
|
Q4 2024
Reduced 90.97%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
4,244
shares
|
$286,385
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
4,207
shares
|
$283,888
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
4,174
shares
|
$281,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$269,920
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,918
shares
|
$264,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
3,885
shares
|
$262,159
0.23% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$260,000
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
3,852
shares
|
$259,932
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,830
shares
|
$258,448
0.06% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,715
shares
|
$250,688
0.04% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,685
shares
|
$248,663
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
3,603
shares
|
$243,130
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,564
shares
|
$240,498
0.0% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,547
shares
|
$239,351
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
3,486
shares
|
$235,235
0.13% of portfolio
|
Q2 2024
New holding
|