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 384 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,176,473
shares
|
$1.14 Billion
1.25% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,923,830
shares
|
$590 Million
5.37% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,339,510
shares
|
$419 Million
0.45% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$171 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,516,627
shares
|
$166 Million
4.07% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,346,677
shares
|
$155 Million
9.69% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,315,295
shares
|
$153 Million
9.74% of portfolio
|
Q3 2024
Added 51055.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,647,368
shares
|
$109 Million
1.14% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,516,182
shares
|
$100 Million
2.32% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,196,943
shares
|
$79.1 Million
0.19% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$78.4 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,162,732
shares
|
$76.8 Million
9.93% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,031,537
shares
|
$68.2 Million
0.02% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,003,921
shares
|
$66.3 Million
0.06% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
889,590
shares
|
$58.8 Million
1.06% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
853,209
shares
|
$56.4 Million
0.09% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
667,920
shares
|
$44.1 Million
0.77% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
649,432
shares
|
$42.9 Million
3.74% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
617,393
shares
|
$40.8 Million
1.59% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
615,911
shares
|
$40.7 Million
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
564,707
shares
|
$37.3 Million
2.85% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
554,796
shares
|
$36.7 Million
5.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
552,088
shares
|
$36.5 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
551,619
shares
|
$36.5 Million
1.21% of portfolio
|
Q4 2024
Added 23.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
527,225
shares
|
$34.8 Million
0.94% of portfolio
|
Q4 2024
Added 5.1%
|