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Institutional Holders of AVDV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp16,214,850$1,013,266 12/31/2023
     AVDV16,214,850$1,013,266 12/31/2023
Savant Capital LLC6,779,677$423,662 12/31/2023
     AVDV6,779,677$423,662 12/31/2023
Creative Planning5,141,615$321,300 12/31/2023
     AVDV5,141,615$321,300 12/31/2023
Mason Investment Advisory Services Inc.2,316,118$144,734 12/31/2023
     AVDV2,316,118$144,734 12/31/2023
Unison Advisors LLC1,776,254$116,984 03/31/2024
     AVDV1,776,254$116,984 03/31/2024
Buckingham Strategic Wealth LLC1,732,796$108,282 12/31/2023
     AVDV1,732,796$108,282 12/31/2023
Haverford Trust Co.1,473,914$92,105 12/31/2023
     AVDV1,473,914$92,105 12/31/2023
Accredited Investors Inc.1,256,064$78,491 12/31/2023
     AVDV1,256,064$78,491 12/31/2023
Northwestern Mutual Wealth Management Co.1,096,635$68,529 12/31/2023
     AVDV1,096,635$68,529 12/31/2023
Buckingham Strategic Partners1,078,362$67,387 12/31/2023
     AVDV1,078,362$67,387 12/31/2023
Cerity Partners LLC1,074,941$67,173 12/31/2023
     AVDV1,074,941$67,173 12/31/2023
Pure Financial Advisors Inc.998,981$65,793 03/31/2024
     AVDV998,981$65,793 03/31/2024
Annex Advisory Services LLC947,666$62,413 03/31/2024
     AVDV947,666$62,413 03/31/2024
Envestnet Asset Management Inc.795,869$49,734 12/31/2023
     AVDV795,869$49,734 12/31/2023
HighTower Advisors LLC637,853$39,845 12/31/2023
     AVDV637,853$39,845 12/31/2023
Larson Financial Group LLC623,835$38,983 12/31/2023
     AVDV623,835$38,983 12/31/2023
TCI Wealth Advisors Inc.588,031$36,746 12/31/2023
     AVDV588,031$36,746 12/31/2023
Carlson Capital Management528,519$34,808 03/31/2024
     AVDV528,519$34,808 03/31/2024
Hill Investment Group Partners LLC533,867$33,361 12/31/2023
     AVDV533,867$33,361 12/31/2023
CI Private Wealth LLC532,680$33,287 12/31/2023
     AVDV532,680$33,287 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management482,327$30,141 12/31/2023
     AVDV482,327$30,141 12/31/2023
Divergent Planning LLC432,279$28,314 03/31/2024
     AVDV432,279$28,314 03/31/2024
PrairieView Partners LLC445,641$27,848 12/31/2023
     AVDV445,641$27,848 12/31/2023
Callan Capital LLC444,361$27,768 12/31/2023
     AVDV444,361$27,768 12/31/2023
Brickley Wealth Management443,124$27,691 12/31/2023
     AVDV443,124$27,691 12/31/2023
American Century Companies Inc.429,047$26,811 12/31/2023
     AVDV429,047$26,811 12/31/2023
Moisand Fitzgerald Tamayo LLC396,370$26,105 03/31/2024
     AVDV396,370$26,105 03/31/2024
Efficient Advisors LLC404,182$25,257 12/31/2023
     AVDV404,182$25,257 12/31/2023
Beaird Harris Wealth Management LLC363,955$22,744 12/31/2023
     AVDV363,955$22,744 12/31/2023
Park Avenue Securities LLC326,583$21,509 03/31/2024
     AVDV326,583$21,509 03/31/2024
Opus Capital Group LLC312,276$19,514 12/31/2023
     AVDV312,276$19,514 12/31/2023
Falcon Wealth Planning294,255$19,380 03/31/2024
     AVDV294,255$19,380 03/31/2024
Werba Rubin Papier Wealth Management276,143$17,256 12/31/2023
     AVDV276,143$17,256 12/31/2023
Meredith Wealth Planning265,964$16,620 12/31/2023
     AVDV265,964$16,620 12/31/2023
Fundamentun LLC234,372$15,436 03/31/2024
     AVDV234,372$15,436 03/31/2024
Marquette Asset Management LLC242,383$15,147 12/31/2023
     AVDV242,383$15,147 12/31/2023
Prime Capital Investment Advisors LLC239,832$14,987 12/31/2023
     AVDV239,832$14,987 12/31/2023
Trilogy Capital Inc.227,007$14,951 03/31/2024
     AVDV227,007$14,951 03/31/2024
LPL Financial LLC215,952$13,495 12/31/2023
     AVDV215,952$13,495 12/31/2023
Peirce Capital Management LLC203,665$13,413 03/31/2024
     AVDV203,665$13,413 03/31/2024
Apella Capital LLC201,258$13,378 03/31/2024
     AVDV201,258$13,378 03/31/2024
Atwood & Palmer Inc.198,990$13,105 03/31/2024
     AVDV198,990$13,105 03/31/2024
Symmetry Partners LLC190,512$12,547 03/31/2024
     AVDV190,512$12,547 03/31/2024
Quarry Hill Advisors LLC190,384$11,897 12/31/2023
     AVDV190,384$11,897 12/31/2023
Financial Management Network Inc.190,662$11,754 12/31/2023
     AVDV190,662$11,754 12/31/2023
Jane Street Group LLC184,529$11,531 12/31/2023
     AVDV184,529$11,531 12/31/2023
Allegiance Financial Group Advisory Services LLC184,250$11,514 12/31/2023
     AVDV184,250$11,514 12/31/2023
Great Point Wealth Advisors LLC179,082$11,191 12/31/2023
     AVDV179,082$11,191 12/31/2023
JPMorgan Chase & Co.176,401$11,023 12/31/2023
     AVDV176,401$11,023 12/31/2023
Red Lighthouse Investment Management LLC173,246$10,826 12/31/2023
     AVDV173,246$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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