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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
527,225
shares
|
$35.6 Million
0.94% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
512,171
shares
|
$34.6 Million
11.35% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
497,874
shares
|
$33.6 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
488,493
shares
|
$33 Million
3.32% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
450,432
shares
|
$30.4 Million
5.95% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
443,472
shares
|
$29.9 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
432,668
shares
|
$29.2 Million
0.29% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
419,882
shares
|
$28.3 Million
4.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
418,034
shares
|
$28.2 Million
2.51% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
402,007
shares
|
$27.1 Million
0.0% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
373,496
shares
|
$25.2 Million
0.01% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
353,030
shares
|
$23.8 Million
2.92% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
348,454
shares
|
$23.5 Million
1.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
341,339
shares
|
$23 Million
1.43% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
312,809
shares
|
$21.1 Million
3.33% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
310,921
shares
|
$21 Million
17.82% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
306,634
shares
|
$20.7 Million
0.3% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
301,613
shares
|
$20.4 Million
8.75% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
285,852
shares
|
$19.3 Million
4.39% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
282,138
shares
|
$19 Million
0.72% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
263,156
shares
|
$17.8 Million
5.55% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
262,527
shares
|
$17.7 Million
1.09% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
260,582
shares
|
$17.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
249,798
shares
|
$16.9 Million
12.27% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
246,812
shares
|
$16.7 Million
1.98% of portfolio
|
Q4 2024
Added 4.94%
|