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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
758
shares
|
$51,149
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
719
shares
|
$48,518
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
712
shares
|
$48,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
670
shares
|
$45,211
0.01% of portfolio
|
Q4 2024
Reduced 30.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
666
shares
|
$44,941
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
657
shares
|
$44,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$42,175
0.0% of portfolio
|
Q4 2024
Added 152.02%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
604
shares
|
$40,757
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
521
shares
|
$35,157
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
520
shares
|
$35,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
468
shares
|
$31,580
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
449
shares
|
$30,298
0.02% of portfolio
|
Q4 2024
Added 274.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
356
shares
|
$24,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
338
shares
|
$22,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
325
shares
|
$21,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
320
shares
|
$21,593
0.0% of portfolio
|
Q3 2024
Reduced 60.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
300
shares
|
$20,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
296
shares
|
$19,974
0.0% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
276
shares
|
$18,624
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
270
shares
|
$18,219
0.0% of portfolio
|
Q4 2024
Added 429.41%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
262
shares
|
$17,679
0.0% of portfolio
|
Q4 2024
Added 52.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
252
shares
|
$17,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
239
shares
|
$16,127
0.0% of portfolio
|
Q2 2024
Added 71.94%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
210
shares
|
$14,170
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
205
shares
|
$13,833
0.0% of portfolio
|
Q3 2024
New holding
|