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 |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
7,300
shares
|
$514,357
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,093
shares
|
$499,772
0.05% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,999
shares
|
$493,149
0.09% of portfolio
|
Q4 2024
Added 42.66%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
6,949
shares
|
$489,626
0.07% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,743
shares
|
$475,111
0.17% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,484
shares
|
$456,862
0.01% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
6,451
shares
|
$454,537
0.17% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,418
shares
|
$452,212
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,353
shares
|
$447,632
0.0% of portfolio
|
Q4 2024
Reduced 94.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,345
shares
|
$447,068
0.01% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
6,303
shares
|
$444,109
0.15% of portfolio
|
Q4 2024
Added 61.04%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
6,228
shares
|
$438,824
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,170
shares
|
$434,738
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,100
shares
|
$429,805
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
5,834
shares
|
$411,063
0.19% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,723
shares
|
$403,242
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,423
shares
|
$382,104
0.12% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,393
shares
|
$379,990
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
5,327
shares
|
$375,340
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,316
shares
|
$374,565
0.08% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,234
shares
|
$368,787
0.05% of portfolio
|
Q4 2024
Added 229.6%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
4,991
shares
|
$351,665
0.02% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
4,900
shares
|
$345,253
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,840
shares
|
$341,026
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,804
shares
|
$338,489
0.01% of portfolio
|
Q4 2024
Added 757.86%
|