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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,157
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
17,149
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,670
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Added 29.5%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
16,652
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
16,282
shares
|
$1.15 Million
0.44% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
16,258
shares
|
$1.15 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
16,144
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
15,946
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.08 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
15,337
shares
|
$1.08 Million
1.18% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
15,057
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
14,928
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 134.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,850
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,845
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
14,203
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 40.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$988,906
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
13,829
shares
|
$974,391
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,647
shares
|
$961,567
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,264
shares
|
$934,581
0.39% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
13,191
shares
|
$929,437
0.48% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
13,163
shares
|
$927,464
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
13,009
shares
|
$916,614
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,883
shares
|
$907,736
0.59% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,854
shares
|
$905,692
0.07% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,772
shares
|
$899,915
0.05% of portfolio
|
Q4 2024
Added 0.92%
|