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 494 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,388,604
shares
|
$1.54 Billion
1.26% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,983,707
shares
|
$923 Million
5.68% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,776,974
shares
|
$653 Million
0.47% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,807,743
shares
|
$320 Million
4.3% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$217 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,492,034
shares
|
$209 Million
11.71% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,455,994
shares
|
$206 Million
10.62% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,173,301
shares
|
$183 Million
0.05% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,811,931
shares
|
$152 Million
1.82% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,638,029
shares
|
$138 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,623,192
shares
|
$136 Million
2.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,317,162
shares
|
$111 Million
0.19% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$99.7 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,176,012
shares
|
$98.8 Million
11.26% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,120,128
shares
|
$94.1 Million
0.13% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
940,441
shares
|
$79 Million
0.04% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
858,900
shares
|
$72.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
715,192
shares
|
$60.1 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
674,075
shares
|
$56.6 Million
4.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
657,690
shares
|
$55.2 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
598,287
shares
|
$50.3 Million
17.89% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
587,363
shares
|
$49.3 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
585,106
shares
|
$49.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
578,543
shares
|
$48.6 Million
1.05% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$47.9 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|