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 432 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,349
shares
|
$1.65 Million
0.12% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$1.64 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,180
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
22,393
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
22,293
shares
|
$1.57 Million
0.48% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
22,283
shares
|
$1.57 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
21,695
shares
|
$1.53 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
21,391
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,112
shares
|
$1.49 Million
0.19% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
21,020
shares
|
$1.48 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
20,762
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,759
shares
|
$1.46 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
20,092
shares
|
$1.42 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
19,760
shares
|
$1.39 Million
1.04% of portfolio
|
Q2 2024
Added 8.21%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
19,520
shares
|
$1.38 Million
0.61% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
19,505
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,130
shares
|
$1.35 Million
0.26% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
18,938
shares
|
$1.33 Million
0.43% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
18,471
shares
|
$1.3 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
18,086
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
Added 49.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
18,012
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 136.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17,623
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 37.83%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
17,485
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
17,263
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,227
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 11.18%
|