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 451 institutions that hold shares in the stock, with a total of 79.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,879,819
shares
|
$697 Million
5.23% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,618,979
shares
|
$679 Million
0.61% of portfolio
|
Q4 2024
Added 51.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,892,052
shares
|
$416 Million
0.37% of portfolio
|
Q4 2024
Reduced 65.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,136,007
shares
|
$221 Million
3.72% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$182 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,462,412
shares
|
$174 Million
9.72% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,432,568
shares
|
$172 Million
9.28% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,675,030
shares
|
$118 Million
1.12% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,616,905
shares
|
$114 Million
2.43% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,406,576
shares
|
$99.3 Million
0.08% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,259,291
shares
|
$88.9 Million
0.18% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$83.8 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,168,165
shares
|
$82.4 Million
9.74% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
991,455
shares
|
$70 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
971,401
shares
|
$68.6 Million
1.06% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
965,791
shares
|
$68.2 Million
0.1% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
707,459
shares
|
$49.9 Million
0.7% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
663,126
shares
|
$46.8 Million
4.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
617,393
shares
|
$43.6 Million
1.7% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
616,626
shares
|
$43.5 Million
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
604,072
shares
|
$42.6 Million
0.01% of portfolio
|
Q4 2024
Added 4377.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
599,836
shares
|
$42.3 Million
0.02% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
590,606
shares
|
$41.7 Million
5.15% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
580,604
shares
|
$41 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$40.3 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|