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 |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$7.25 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
105,120
shares
|
$7.09 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
101,224
shares
|
$6.83 Million
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
100,725
shares
|
$6.8 Million
2.52% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
98,329
shares
|
$6.64 Million
0.81% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
94,908
shares
|
$6.4 Million
2.87% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
94,131
shares
|
$6.35 Million
0.33% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
92,180
shares
|
$6.22 Million
0.03% of portfolio
|
Q4 2024
Added 45533.66%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
91,990
shares
|
$6.21 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
91,584
shares
|
$6.18 Million
2.35% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
91,019
shares
|
$6.14 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
89,481
shares
|
$6.04 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
88,213
shares
|
$5.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
86,914
shares
|
$5.86 Million
3.61% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
86,567
shares
|
$5.84 Million
0.56% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
86,505
shares
|
$5.84 Million
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
86,053
shares
|
$5.81 Million
0.15% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
85,711
shares
|
$5.78 Million
1.84% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
85,138
shares
|
$5.75 Million
2.93% of portfolio
|
Q4 2024
Added 133.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
83,435
shares
|
$5.63 Million
0.07% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
81,968
shares
|
$5.53 Million
1.32% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
81,385
shares
|
$5.49 Million
3.95% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
80,950
shares
|
$5.46 Million
0.62% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
80,817
shares
|
$5.45 Million
0.93% of portfolio
|
Q4 2024
Added 2.05%
|