HoldingsChannel.com
Funds Holding AVDV

On this page, we present all of the funds holding AVDV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVDV, with a link to that fund's top holdings. The next columns indicate the amount of AVDV stock held by each of the funds holding AVDV, followed by the AVDV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 143 funds holding AVDV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Savant Capital LLC. For more details on the positions held by Savant Capital LLC (or by any of the other funds holding AVDV), click the fund name in the "Holder" column of the funds-holding-AVDV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Savant Capital LLC3,903,845$205,967 06/30/2022
     AVDV3,903,845$205,967 06/30/2022
Northwestern Mutual Wealth Management Co.1,528,755$80,657 06/30/2022
     AVDV1,528,755$80,657 06/30/2022
HighTower Advisors LLC1,418,466$74,847 06/30/2022
     AVDV1,418,466$74,847 06/30/2022
Creative Planning1,353,614$71,417 06/30/2022
     AVDV1,353,614$71,417 06/30/2022
Wipfli Financial Advisors LLC1,049,873$55,391 06/30/2022
     AVDV1,049,873$55,391 06/30/2022
Unison Advisors LLC994,829$52,487 06/30/2022
     AVDV994,829$52,487 06/30/2022
Callan Capital LLC586,866$30,963 06/30/2022
     AVDV586,866$30,963 06/30/2022
Larson Financial Group LLC500,501$26,406 06/30/2022
     AVDV500,501$26,406 06/30/2022
TCI Wealth Advisors Inc.390,204$20,587 06/30/2022
     AVDV390,204$20,587 06/30/2022
Pure Financial Advisors Inc.394,186$18,724 09/30/2022
     AVDV394,186$18,724 09/30/2022
PrairieView Partners LLC352,364$18,591 06/30/2022
     AVDV352,364$18,591 06/30/2022
American Century Companies Inc.329,482$17,383 06/30/2022
     AVDV329,482$17,383 06/30/2022
Divergent Planning LLC322,930$17,038 06/30/2022
     AVDV322,930$17,038 06/30/2022
Carlson Capital Management316,017$16,673 06/30/2022
     AVDV316,017$16,673 06/30/2022
Moisand Fitzgerald Tamayo LLC302,316$15,950 06/30/2022
     AVDV302,316$15,950 06/30/2022
Opus Capital Group LLC263,518$13,903 06/30/2022
     AVDV263,518$13,903 06/30/2022
Buckingham Strategic Wealth LLC262,408$13,845 06/30/2022
     AVDV262,408$13,845 06/30/2022
Jane Street Group LLC256,745$13,546 06/30/2022
     AVDV256,745$13,546 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management247,370$13,051 06/30/2022
     AVDV247,370$13,051 06/30/2022
Symmetry Partners LLC225,267$10,700 09/30/2022
     AVDV225,267$10,700 09/30/2022
LPL Financial LLC178,152$9,399 06/30/2022
     AVDV178,152$9,399 06/30/2022
Plancorp LLC172,120$9,081 06/30/2022
     AVDV172,120$9,081 06/30/2022
Henrickson Nauta Wealth Advisors Inc.143,008$7,545 06/30/2022
     AVDV143,008$7,545 06/30/2022
Beaird Harris Wealth Management LLC128,950$6,803 06/30/2022
     AVDV128,950$6,803 06/30/2022
Checchi Capital Advisers LLC116,984$6,549 06/30/2022
     AVDV116,984$6,549 06/30/2022
Marquette Asset Management LLC136,379$6,478 09/30/2022
     AVDV136,379$6,478 09/30/2022
Great Point Wealth Advisors LLC117,331$6,190 06/30/2022
     AVDV117,331$6,190 06/30/2022
Cpwm LLC106,452$5,616 06/30/2022
     AVDV106,452$5,616 06/30/2022
Mraz Amerine & Associates Inc.106,415$5,614 06/30/2022
     AVDV106,415$5,614 06/30/2022
Prosperity Planning Inc.76,238$5,539 06/30/2022
     AVDV76,238$5,539 06/30/2022
Quantum Financial Advisors LLC91,700$5,204 06/30/2022
     AVDV91,700$5,204 06/30/2022
Buckingham Strategic Partners92,725$4,893 06/30/2022
     AVDV92,725$4,893 06/30/2022
Wealth Architects LLC81,954$4,324 06/30/2022
     AVDV81,954$4,324 06/30/2022
Strategic Blueprint LLC75,940$4,007 06/30/2022
     AVDV75,940$4,007 06/30/2022
OLD Mission Capital LLC74,850$3,949 06/30/2022
     AVDV74,850$3,949 06/30/2022
Oakwell Private Wealth Management LLC74,825$3,948 06/30/2022
     AVDV74,825$3,948 06/30/2022
Continuum Advisory LLC72,434$3,822 06/30/2022
     AVDV72,434$3,822 06/30/2022
Apella Capital LLC72,374$3,818 06/30/2022
     AVDV72,374$3,818 06/30/2022
Envestnet Asset Management Inc.71,448$3,770 06/30/2022
     AVDV71,448$3,770 06/30/2022
Northwest Wealth Management LLC67,080$3,539 06/30/2022
     AVDV67,080$3,539 06/30/2022
Capasso Planning Partners LLC65,283$3,444 06/30/2022
     AVDV65,283$3,444 06/30/2022
First Ascent Asset Management LLC62,079$3,275 06/30/2022
     AVDV62,079$3,275 06/30/2022
Dowling & Yahnke LLC61,230$3,230 06/30/2022
     AVDV61,230$3,230 06/30/2022
Morgan Stanley60,184$3,175 06/30/2022
     AVDV60,184$3,175 06/30/2022
EP Wealth Advisors LLC54,199$2,860 06/30/2022
     AVDV54,199$2,860 06/30/2022
Portfolio Solutions LLC50,326$2,655 06/30/2022
     AVDV50,326$2,655 06/30/2022
Intelligent Financial Strategies48,898$2,580 06/30/2022
     AVDV48,898$2,580 06/30/2022
Schwarz Dygos Wheeler Investment Advisors LLC48,420$2,555 06/30/2022
     AVDV48,420$2,555 06/30/2022
Libra Wealth LLC48,313$2,549 06/30/2022
     AVDV48,313$2,549 06/30/2022
Versant Capital Management Inc46,712$2,465 06/30/2022
     AVDV46,712$2,465 06/30/2022
Collective Family Office LLC45,611$2,406 06/30/2022
     AVDV45,611$2,406 06/30/2022
Soundmark Wealth Management LLC44,627$2,355 06/30/2022
     AVDV44,627$2,355 06/30/2022
Cardiff Park Advisors LLC43,217$2,280 06/30/2022
     AVDV43,217$2,280 06/30/2022
Fortress Wealth Management Inc.41,163$2,172 06/30/2022
     AVDV41,163$2,172 06/30/2022
Signet Financial Management LLC36,989$1,952 06/30/2022
     AVDV36,989$1,952 06/30/2022
Cambridge Investment Research Advisors Inc.35,528$1,874 06/30/2022
     AVDV35,528$1,874 06/30/2022
WMG Financial Advisors LLC35,484$1,868 06/30/2022
     AVDV35,484$1,868 06/30/2022
Cerity Partners LLC34,486$1,819 06/30/2022
     AVDV34,486$1,819 06/30/2022
Chicago Partners Investment Group LLC31,769$1,778 06/30/2022
     AVDV31,769$1,778 06/30/2022
Susquehanna International Group LLP33,248$1,754 06/30/2022
     AVDV33,248$1,754 06/30/2022
Stone Point Wealth LLC29,870$1,576 06/30/2022
     AVDV29,870$1,576 06/30/2022
Foster Group Inc.28,422$1,500 06/30/2022
     AVDV28,422$1,500 06/30/2022
Colony Group LLC27,225$1,436 06/30/2022
     AVDV27,225$1,436 06/30/2022
Bayshore Asset Management LLC24,963$1,317 06/30/2022
     AVDV24,963$1,317 06/30/2022
Silicon Hills Wealth Management LLC24,753$1,306 06/30/2022
     AVDV24,753$1,306 06/30/2022
Kraft Asset Management LLC24,677$1,302 06/30/2022
     AVDV24,677$1,302 06/30/2022
Gradient Capital Advisors LLC24,444$1,290 06/30/2022
     AVDV24,444$1,290 06/30/2022
Nwam LLC23,798$1,253 06/30/2022
     AVDV23,798$1,253 06/30/2022
Truepoint Inc.22,713$1,198 06/30/2022
     AVDV22,713$1,198 06/30/2022
Tortoise Investment Management LLC21,656$1,143 06/30/2022
     AVDV21,656$1,143 06/30/2022
EverSource Wealth Advisors LLC21,511$1,135 06/30/2022
     AVDV21,511$1,135 06/30/2022
Klaas Financial Asset Advisors LLC20,952$1,105 06/30/2022
     AVDV20,952$1,105 06/30/2022
Global Trust Asset Management LLC22,482$1,068 09/30/2022
     AVDV22,482$1,068 09/30/2022
WorthPointe LLC19,814$1,045 06/30/2022
     AVDV19,814$1,045 06/30/2022
Greenspring Advisors LLC19,599$1,036 06/30/2022
     AVDV19,599$1,036 06/30/2022
ML & R Wealth Management LLC19,452$1,026 06/30/2022
     AVDV19,452$1,026 06/30/2022
Sigma Planning Corp19,363$1,022 06/30/2022
     AVDV19,363$1,022 06/30/2022
Commonwealth Equity Services LLC19,085$1,006 06/30/2022
     AVDV19,085$1,006 06/30/2022
Wedmont Private Capital20,378$968 09/30/2022
     AVDV20,378$968 09/30/2022
Willow Creek Wealth Management Inc.17,497$923 06/30/2022
     AVDV17,497$923 06/30/2022
Annapolis Financial Services LLC17,154$905 06/30/2022
     AVDV17,154$905 06/30/2022
Capital Performance Advisors LLP16,961$895 06/30/2022
     AVDV16,961$895 06/30/2022
Raymond James Financial Services Advisors Inc.16,242$857 06/30/2022
     AVDV16,242$857 06/30/2022
Coldstream Capital Management Inc.15,757$831 06/30/2022
     AVDV15,757$831 06/30/2022
Tranquility Partners LLC15,615$824 06/30/2022
     AVDV15,615$824 06/30/2022
First Republic Investment Management Inc.15,396$812 06/30/2022
     AVDV15,396$812 06/30/2022
Royal Bank of Canada15,079$796 06/30/2022
     AVDV15,079$796 06/30/2022
IAG Wealth Partners LLC14,779$780 06/30/2022
     AVDV14,779$780 06/30/2022
IFP Advisors Inc13,866$686 06/30/2022
     AVDV13,866$686 06/30/2022
Foundations Investment Advisors LLC13,048$663 06/30/2022
     AVDV13,048$663 06/30/2022
B&D White Capital Company LLC12,136$640 06/30/2022
     AVDV12,136$640 06/30/2022
Cardinal Point Wealth Management Partners LLC11,825$624 06/30/2022
     AVDV11,825$624 06/30/2022
Brickley Wealth Management11,100$586 06/30/2022
     AVDV11,100$586 06/30/2022
Websterrogers Financial Advisors LLC11,037$582 06/30/2022
     AVDV11,037$582 06/30/2022
Advisor Group Holdings Inc.10,856$572 06/30/2022
     AVDV10,856$572 06/30/2022
Park Avenue Securities LLC10,449$551 06/30/2022
     AVDV10,449$551 06/30/2022
Waterfront Wealth Inc.10,381$548 06/30/2022
     AVDV10,381$548 06/30/2022
SC&H Financial Advisors Inc.10,198$538 06/30/2022
     AVDV10,198$538 06/30/2022
Vivaldi Capital Management LLC9,834$519 06/30/2022
     AVDV9,834$519 06/30/2022
Gibson Capital LLC9,507$501 06/30/2022
     AVDV9,507$501 06/30/2022
Baldrige Asset Management LLC9,152$483 06/30/2022
     AVDV9,152$483 06/30/2022
Merriman Wealth Management LLC9,039$477 06/30/2022
     AVDV9,039$477 06/30/2022
CENTRAL TRUST Co9,000$475 06/30/2022
     AVDV9,000$475 06/30/2022
Advisory Services Network LLC8,590$453 06/30/2022
     AVDV8,590$453 06/30/2022
Betterment LLC8,526$450 06/30/2022
     AVDV8,526$450 06/30/2022
Renaissance Technologies LLC8,300$438 06/30/2022
     AVDV8,300$438 06/30/2022
Seldon Capital LP8,000$422 06/30/2022
     AVDV8,000$422 06/30/2022
Level Financial Advisors Inc.7,232$382 06/30/2022
     AVDV7,232$382 06/30/2022
LexAurum Advisors LLC6,867$362 06/30/2022
     AVDV6,867$362 06/30/2022
Total Wealth Planning LLC6,781$358 06/30/2022
     AVDV6,781$358 06/30/2022
Beacon Pointe Advisors LLC6,096$322 06/30/2022
     AVDV6,096$322 06/30/2022
Nations Financial Group Inc. IA ADV5,768$304 06/30/2022
     AVDV5,768$304 06/30/2022
Raymond James & Associates5,746$303 06/30/2022
     AVDV5,746$303 06/30/2022
Sage Rhino Capital LLC5,550$293 06/30/2022
     AVDV5,550$293 06/30/2022
Curtis Advisory Group LLC4,699$248 06/30/2022
     AVDV4,699$248 06/30/2022
Truadvice LLC4,427$245 06/30/2022
     AVDV4,427$245 06/30/2022
WMS Partners LLC4,472$236 06/30/2022
     AVDV4,472$236 06/30/2022
Asset Dedication LLC4,428$232 06/30/2022
     AVDV4,428$232 06/30/2022
First National Bank Sioux Falls4,100$216 06/30/2022
     AVDV4,100$216 06/30/2022
Fifth Third Bancorp3,976$210 06/30/2022
     AVDV3,976$210 06/30/2022
Rockefeller Capital Management L.P.3,453$182 06/30/2022
     AVDV3,453$182 06/30/2022
Wells Fargo & Company MN3,290$174 06/30/2022
     AVDV3,290$174 06/30/2022
Bank of America Corp DE3,264$172 06/30/2022
     AVDV3,264$172 06/30/2022
US Bancorp DE2,207$116 06/30/2022
     AVDV2,207$116 06/30/2022
Allworth Financial LP1,807$95 06/30/2022
     AVDV1,807$95 06/30/2022
JJJ Advisors Inc.1,388$78 06/30/2022
     AVDV1,388$78 06/30/2022
Apeiron RIA LLC93,861$50 06/30/2022
     AVDV93,861$50 06/30/2022
BCR Wealth Strategies LLC794$42 06/30/2022
     AVDV794$42 06/30/2022
Capital Investment Advisory Services LLC350$18 06/30/2022
     AVDV350$18 06/30/2022
James Investment Research Inc.331$17 06/30/2022
     AVDV331$17 06/30/2022
National Bank of Canada FI250$13 06/30/2022
     AVDV250$13 06/30/2022
CVA Family Office LLC160$8 06/30/2022
     AVDV160$8 06/30/2022
Heritage Financial Services LLC116$6 06/30/2022
     AVDV116$6 06/30/2022
Robinson Capital Management LLC100$5 06/30/2022
     AVDV100$5 06/30/2022
Pacifica Partners Inc.80$4 06/30/2022
     AVDV80$4 06/30/2022
Valley National Advisers Inc.49$3 06/30/2022
     AVDV49$3 06/30/2022
Global Retirement Partners LLC47$2 06/30/2022
     AVDV47$2 06/30/2022
Harbour Investments Inc.14$1 06/30/2022
     AVDV14$1 06/30/2022
Crewe Advisors LLC20$1 06/30/2022
     AVDV20$1 06/30/2022
Rosenberg Matthew Hamilton26$1 06/30/2022
     AVDV26$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     AVDV0$0 06/30/2022
Selective Wealth Management Inc.6$0 06/30/2022
     AVDV6$0 06/30/2022
Addison Advisors LLC6$0 06/30/2022
     AVDV6$0 06/30/2022
Castle Wealth Management LLC5$0 06/30/2022
     AVDV5$0 06/30/2022

See Summary: Institutional Holders of AVDV
See Details: Top 10 Hedge Funds Holding AVDV
Also See: AVDV Holdings Changes

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