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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
33,441
shares
|
$2.26 Million
0.96% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.09 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
30,987
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 66.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,732
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
29,359
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
29,315
shares
|
$1.98 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,976
shares
|
$1.96 Million
0.06% of portfolio
|
Q4 2024
Reduced 67.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
28,262
shares
|
$1.91 Million
1.17% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
28,216
shares
|
$1.9 Million
0.8% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
28,204
shares
|
$1.9 Million
0.15% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
27,582
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 63.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,879
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
26,541
shares
|
$1.79 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
26,398
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
25,789
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Feb 28, 2025 Q3 2024 |
25,340
shares
|
$1.71 Million
1.03% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
24,265
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
23,913
shares
|
$1.61 Million
0.34% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
23,863
shares
|
$1.61 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
23,515
shares
|
$1.59 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,349
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,180
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
22,393
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
22,293
shares
|
$1.5 Million
0.48% of portfolio
|
Q4 2024
Added 7.41%
|