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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
245,921
shares
|
$16.6 Million
1.69% of portfolio
|
Q4 2024
Added 49.3%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
242,753
shares
|
$16.4 Million
1.1% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
239,656
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
Added 4396.36%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
235,079
shares
|
$15.9 Million
3.29% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
224,344
shares
|
$15.1 Million
7.49% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
216,881
shares
|
$14.6 Million
9.5% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
212,997
shares
|
$14.4 Million
3.32% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
212,415
shares
|
$14.3 Million
2.84% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
212,283
shares
|
$14.3 Million
3.07% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$14.3 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
201,498
shares
|
$13.6 Million
4.57% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
193,166
shares
|
$13 Million
1.52% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$12.3 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$12.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
177,980
shares
|
$12 Million
4.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
172,470
shares
|
$11.6 Million
0.46% of portfolio
|
Q4 2022
Added 0.2%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
170,028
shares
|
$11.5 Million
4.48% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
167,464
shares
|
$11.3 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
166,123
shares
|
$11.2 Million
0.27% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
165,137
shares
|
$11.1 Million
3.56% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
165,063
shares
|
$11.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
163,562
shares
|
$11 Million
3.54% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
161,911
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 44.75%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
156,722
shares
|
$10.6 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
153,726
shares
|
$10.4 Million
0.12% of portfolio
|
Q4 2024
Added 156.31%
|