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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
153,322
shares
|
$10.3 Million
0.04% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
149,879
shares
|
$10.1 Million
1.44% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
149,847
shares
|
$10.1 Million
6.11% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
147,080
shares
|
$9.92 Million
3.77% of portfolio
|
Q4 2024
Added 4324.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
146,423
shares
|
$9.88 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
146,260
shares
|
$9.87 Million
2.67% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
145,123
shares
|
$9.79 Million
2.62% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
143,258
shares
|
$9.67 Million
3.51% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
142,740
shares
|
$9.63 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
139,876
shares
|
$9.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
139,737
shares
|
$9.43 Million
3.21% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
137,766
shares
|
$9.3 Million
5.06% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
136,336
shares
|
$9.2 Million
9.13% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
135,888
shares
|
$9.17 Million
3.89% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
134,281
shares
|
$9.06 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
124,535
shares
|
$8.4 Million
2.32% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
120,488
shares
|
$8.13 Million
1.48% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
117,138
shares
|
$7.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
115,976
shares
|
$7.83 Million
0.0% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
115,587
shares
|
$7.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
115,243
shares
|
$7.78 Million
0.49% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
114,359
shares
|
$7.72 Million
3.54% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
111,542
shares
|
$7.53 Million
4.34% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
109,406
shares
|
$7.38 Million
2.73% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
107,945
shares
|
$7.28 Million
0.02% of portfolio
|
Q4 2024
Added 7.33%
|