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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,482
shares
|
$234,965
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,464
shares
|
$233,750
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,454
shares
|
$233,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,437
shares
|
$231,928
0.01% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
3,217
shares
|
$217,083
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
3,195
shares
|
$215,598
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
3,146
shares
|
$212,292
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
|
$208,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
2,992
shares
|
$201,900
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,810
shares
|
$189,618
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,272
shares
|
$153,314
0.02% of portfolio
|
Q4 2024
Added 257.8%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,260
shares
|
$152,504
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,189
shares
|
$147,713
0.0% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,119
shares
|
$142,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,810
shares
|
$122,138
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,734
shares
|
$117,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,696
shares
|
$114,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$113,366
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,650
shares
|
$111,342
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,482
shares
|
$100,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,394
shares
|
$94,067
0.0% of portfolio
|
Q4 2024
Reduced 38.64%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,311
shares
|
$88,466
0.0% of portfolio
|
Q3 2024
Reduced 48.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,081
shares
|
$72,945
0.0% of portfolio
|
Q4 2024
Reduced 42.16%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
835
shares
|
$56,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
778
shares
|
$52,499
0.0% of portfolio
|
Q3 2024
Added 0.26%
|