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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
79,731
shares
|
$5.38 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$5.34 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
79,136
shares
|
$5.34 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
77,959
shares
|
$5.26 Million
0.49% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
77,288
shares
|
$5.22 Million
0.18% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
75,775
shares
|
$5.11 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
75,508
shares
|
$5.1 Million
0.47% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
73,985
shares
|
$4.99 Million
3.55% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
73,904
shares
|
$4.99 Million
0.04% of portfolio
|
Q4 2024
Added 37.67%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$4.98 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
73,276
shares
|
$4.94 Million
4.79% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
72,973
shares
|
$4.92 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
72,946
shares
|
$4.92 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
70,671
shares
|
$4.77 Million
1.15% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
70,406
shares
|
$4.75 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
69,414
shares
|
$4.68 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
68,873
shares
|
$4.65 Million
0.01% of portfolio
|
Q4 2024
Added 66.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,495
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
67,577
shares
|
$4.56 Million
2.2% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
66,675
shares
|
$4.5 Million
2.45% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
66,170
shares
|
$4.47 Million
0.25% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
64,744
shares
|
$4.37 Million
1.5% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
63,612
shares
|
$4.29 Million
2.15% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
62,973
shares
|
$4.25 Million
2.37% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
62,925
shares
|
$4.25 Million
1.36% of portfolio
|
Q4 2024
Added 166.9%
|