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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
44,408
shares
|
$3 Million
0.17% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,737
shares
|
$2.88 Million
0.87% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
42,174
shares
|
$2.85 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,055
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
41,651
shares
|
$2.81 Million
0.36% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
40,804
shares
|
$2.75 Million
0.68% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
39,846
shares
|
$2.69 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
38,684
shares
|
$2.61 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
38,251
shares
|
$2.58 Million
1.81% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,809
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36,794
shares
|
$2.48 Million
0.35% of portfolio
|
Q4 2024
Reduced 31.01%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
36,741
shares
|
$2.48 Million
0.27% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
36,536
shares
|
$2.47 Million
1.57% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
36,205
shares
|
$2.44 Million
1.96% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
35,944
shares
|
$2.43 Million
0.75% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
35,903
shares
|
$2.42 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
35,785
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$2.41 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
35,242
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
35,106
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
34,816
shares
|
$2.35 Million
0.38% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,708
shares
|
$2.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
33,728
shares
|
$2.28 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
33,659
shares
|
$2.27 Million
0.47% of portfolio
|
Q4 2024
Added 1.36%
|