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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
62,046
shares
|
$4.19 Million
1.35% of portfolio
|
Q4 2024
Added 617.13%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
61,638
shares
|
$4.16 Million
1.73% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
61,487
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 63.26%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
60,565
shares
|
$4.09 Million
1.53% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
60,307
shares
|
$4.07 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
57,952
shares
|
$3.91 Million
0.42% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
57,941
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
57,135
shares
|
$3.86 Million
1.68% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
57,040
shares
|
$3.85 Million
0.49% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
56,944
shares
|
$3.84 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$3.84 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
56,582
shares
|
$3.82 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
55,887
shares
|
$3.77 Million
1.54% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
55,238
shares
|
$3.73 Million
0.51% of portfolio
|
Q4 2024
Added 165.36%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
54,749
shares
|
$3.69 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
54,592
shares
|
$3.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
54,488
shares
|
$3.68 Million
1.51% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
53,962
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
53,211
shares
|
$3.59 Million
2.66% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
52,782
shares
|
$3.56 Million
0.76% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
52,027
shares
|
$3.51 Million
1.52% of portfolio
|
Q4 2024
Reduced 42.33%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
50,025
shares
|
$3.38 Million
0.57% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
50,010
shares
|
$3.37 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
48,777
shares
|
$3.29 Million
3.14% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
46,919
shares
|
$3.17 Million
1.48% of portfolio
|
Q4 2024
Added 8.86%
|