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 505 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
31,649
shares
|
$2.66 Million
1.02% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
31,338
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
31,207
shares
|
$2.62 Million
1.42% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.61 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
30,433
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
30,285
shares
|
$2.54 Million
0.15% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
29,961
shares
|
$2.52 Million
1.62% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
29,327
shares
|
$2.46 Million
0.87% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
29,179
shares
|
$2.45 Million
2.03% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
28,371
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
27,898
shares
|
$2.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
27,349
shares
|
$2.3 Million
1.28% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
26,677
shares
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
Added 320.44%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,375
shares
|
$2.13 Million
0.13% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,258
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
24,695
shares
|
$2.07 Million
1.41% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
24,420
shares
|
$2.05 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
23,628
shares
|
$1.98 Million
0.28% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$1.96 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
23,080
shares
|
$1.94 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,658
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
22,584
shares
|
$1.9 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
22,341
shares
|
$1.88 Million
1.32% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,218
shares
|
$1.87 Million
1.7% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
22,216
shares
|
$1.87 Million
0.5% of portfolio
|
Q2 2025
Added 0.12%
|