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 422 institutions that hold shares in the stock, with a total of 77.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,879,819
shares
|
$673 Million
5.23% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,618,979
shares
|
$655 Million
0.61% of portfolio
|
Q4 2024
Added 51.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,892,052
shares
|
$401 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
|
$214 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
|
$176 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,462,412
shares
|
$168 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
|
$166 Million
9.28% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,675,030
shares
|
$114 Million
1.12% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,516,182
shares
|
$103 Million
2.32% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,406,576
shares
|
$95.8 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
|
$85.8 Million
0.18% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$80.8 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,168,165
shares
|
$79.6 Million
9.74% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
991,455
shares
|
$67.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
965,791
shares
|
$65.8 Million
0.1% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
889,590
shares
|
$60.6 Million
1.06% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
707,459
shares
|
$48.2 Million
0.7% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
649,432
shares
|
$44.2 Million
3.74% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
617,393
shares
|
$42.1 Million
1.59% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
616,626
shares
|
$42 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
|
$41.1 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
|
$40.9 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
|
$40.2 Million
5.15% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$38.8 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
551,619
shares
|
$37.6 Million
1.21% of portfolio
|
Q4 2024
Added 23.45%
|