There is a long list of 305 institutional holders of AVDV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AVDV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVDV table below, the initial column indicates the name of each top institutional holder of AVDV, with a link to that fund's top holdings. The next columns indicate the amount of AVDV stock held by each of the institutional holders of AVDV, followed by the AVDV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Jones Financial Companies Lllp | 16,214,850 | $1,013,266 | 12/31/2023 |
AVDV | 16,214,850 | $1,013,266 | 12/31/2023 |
Savant Capital LLC | 6,779,677 | $423,662 | 12/31/2023 |
AVDV | 6,779,677 | $423,662 | 12/31/2023 |
Creative Planning | 5,141,615 | $321,300 | 12/31/2023 |
AVDV | 5,141,615 | $321,300 | 12/31/2023 |
Mason Investment Advisory Services Inc. | 2,316,118 | $144,734 | 12/31/2023 |
AVDV | 2,316,118 | $144,734 | 12/31/2023 |
Unison Advisors LLC | 1,776,254 | $116,984 | 03/31/2024 |
AVDV | 1,776,254 | $116,984 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 1,732,796 | $108,282 | 12/31/2023 |
AVDV | 1,732,796 | $108,282 | 12/31/2023 |
Haverford Trust Co. | 1,473,914 | $92,105 | 12/31/2023 |
AVDV | 1,473,914 | $92,105 | 12/31/2023 |
Accredited Investors Inc. | 1,256,064 | $78,491 | 12/31/2023 |
AVDV | 1,256,064 | $78,491 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,096,635 | $68,529 | 12/31/2023 |
AVDV | 1,096,635 | $68,529 | 12/31/2023 |
Buckingham Strategic Partners | 1,078,362 | $67,387 | 12/31/2023 |
AVDV | 1,078,362 | $67,387 | 12/31/2023 |
Cerity Partners LLC | 1,074,941 | $67,173 | 12/31/2023 |
AVDV | 1,074,941 | $67,173 | 12/31/2023 |
Pure Financial Advisors Inc. | 998,981 | $65,793 | 03/31/2024 |
AVDV | 998,981 | $65,793 | 03/31/2024 |
Annex Advisory Services LLC | 947,666 | $62,413 | 03/31/2024 |
AVDV | 947,666 | $62,413 | 03/31/2024 |
Envestnet Asset Management Inc. | 795,869 | $49,734 | 12/31/2023 |
AVDV | 795,869 | $49,734 | 12/31/2023 |
HighTower Advisors LLC | 637,853 | $39,845 | 12/31/2023 |
AVDV | 637,853 | $39,845 | 12/31/2023 |
Larson Financial Group LLC | 623,835 | $38,983 | 12/31/2023 |
AVDV | 623,835 | $38,983 | 12/31/2023 |
TCI Wealth Advisors Inc. | 588,031 | $36,746 | 12/31/2023 |
AVDV | 588,031 | $36,746 | 12/31/2023 |
Carlson Capital Management | 528,519 | $34,808 | 03/31/2024 |
AVDV | 528,519 | $34,808 | 03/31/2024 |
Hill Investment Group Partners LLC | 533,867 | $33,361 | 12/31/2023 |
AVDV | 533,867 | $33,361 | 12/31/2023 |
CI Private Wealth LLC | 532,680 | $33,287 | 12/31/2023 |
AVDV | 532,680 | $33,287 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 482,327 | $30,141 | 12/31/2023 |
AVDV | 482,327 | $30,141 | 12/31/2023 |
Divergent Planning LLC | 432,279 | $28,314 | 03/31/2024 |
AVDV | 432,279 | $28,314 | 03/31/2024 |
PrairieView Partners LLC | 445,641 | $27,848 | 12/31/2023 |
AVDV | 445,641 | $27,848 | 12/31/2023 |
Callan Capital LLC | 444,361 | $27,768 | 12/31/2023 |
AVDV | 444,361 | $27,768 | 12/31/2023 |
Brickley Wealth Management | 443,124 | $27,691 | 12/31/2023 |
AVDV | 443,124 | $27,691 | 12/31/2023 |
American Century Companies Inc. | 429,047 | $26,811 | 12/31/2023 |
AVDV | 429,047 | $26,811 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 396,370 | $26,105 | 03/31/2024 |
AVDV | 396,370 | $26,105 | 03/31/2024 |
Efficient Advisors LLC | 404,182 | $25,257 | 12/31/2023 |
AVDV | 404,182 | $25,257 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 363,955 | $22,744 | 12/31/2023 |
AVDV | 363,955 | $22,744 | 12/31/2023 |
Park Avenue Securities LLC | 326,583 | $21,509 | 03/31/2024 |
AVDV | 326,583 | $21,509 | 03/31/2024 |
Opus Capital Group LLC | 312,276 | $19,514 | 12/31/2023 |
AVDV | 312,276 | $19,514 | 12/31/2023 |
Falcon Wealth Planning | 294,255 | $19,380 | 03/31/2024 |
AVDV | 294,255 | $19,380 | 03/31/2024 |
Werba Rubin Papier Wealth Management | 276,143 | $17,256 | 12/31/2023 |
AVDV | 276,143 | $17,256 | 12/31/2023 |
Meredith Wealth Planning | 265,964 | $16,620 | 12/31/2023 |
AVDV | 265,964 | $16,620 | 12/31/2023 |
Fundamentun LLC | 234,372 | $15,436 | 03/31/2024 |
AVDV | 234,372 | $15,436 | 03/31/2024 |
Marquette Asset Management LLC | 242,383 | $15,147 | 12/31/2023 |
AVDV | 242,383 | $15,147 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 239,832 | $14,987 | 12/31/2023 |
AVDV | 239,832 | $14,987 | 12/31/2023 |
Trilogy Capital Inc. | 227,007 | $14,951 | 03/31/2024 |
AVDV | 227,007 | $14,951 | 03/31/2024 |
LPL Financial LLC | 215,952 | $13,495 | 12/31/2023 |
AVDV | 215,952 | $13,495 | 12/31/2023 |
Peirce Capital Management LLC | 203,665 | $13,413 | 03/31/2024 |
AVDV | 203,665 | $13,413 | 03/31/2024 |
Apella Capital LLC | 201,258 | $13,378 | 03/31/2024 |
AVDV | 201,258 | $13,378 | 03/31/2024 |
Atwood & Palmer Inc. | 198,990 | $13,105 | 03/31/2024 |
AVDV | 198,990 | $13,105 | 03/31/2024 |
Symmetry Partners LLC | 190,512 | $12,547 | 03/31/2024 |
AVDV | 190,512 | $12,547 | 03/31/2024 |
Quarry Hill Advisors LLC | 190,384 | $11,897 | 12/31/2023 |
AVDV | 190,384 | $11,897 | 12/31/2023 |
Financial Management Network Inc. | 190,662 | $11,754 | 12/31/2023 |
AVDV | 190,662 | $11,754 | 12/31/2023 |
Jane Street Group LLC | 184,529 | $11,531 | 12/31/2023 |
AVDV | 184,529 | $11,531 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 184,250 | $11,514 | 12/31/2023 |
AVDV | 184,250 | $11,514 | 12/31/2023 |
Great Point Wealth Advisors LLC | 179,082 | $11,191 | 12/31/2023 |
AVDV | 179,082 | $11,191 | 12/31/2023 |
JPMorgan Chase & Co. | 176,401 | $11,023 | 12/31/2023 |
AVDV | 176,401 | $11,023 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 173,246 | $10,826 | 12/31/2023 |
AVDV | 173,246 | $10,826 | 12/31/2023 |
See All: Funds Holding AVDV
See Details: Top 10 Hedge Funds Holding AVDV
Also See: AVDV Holdings Changes
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