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 431 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,708
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
33,728
shares
|
$2.38 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
33,659
shares
|
$2.37 Million
0.47% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
33,441
shares
|
$2.36 Million
0.96% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.19 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
30,987
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 66.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,732
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
29,359
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
29,315
shares
|
$2.07 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,976
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 67.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
28,262
shares
|
$1.99 Million
1.17% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
28,216
shares
|
$1.99 Million
0.8% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
28,204
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
27,582
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 63.27%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
26,953
shares
|
$1.9 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,879
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
26,541
shares
|
$1.87 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
26,398
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
25,789
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
24,709
shares
|
$1.74 Million
0.85% of portfolio
|
Q4 2024
Reduced 37.97%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
24,265
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
23,913
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
23,863
shares
|
$1.68 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
23,515
shares
|
$1.66 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,349
shares
|
$1.65 Million
0.12% of portfolio
|
Q4 2024
Added 7.94%
|