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 521 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,932
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$3.19 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
35,106
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
34,939
shares
|
$3.12 Million
0.52% of portfolio
|
Q3 2025
Added 67.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
33,817
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 67.58%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
33,443
shares
|
$2.99 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
32,187
shares
|
$2.87 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
31,338
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
31,207
shares
|
$2.79 Million
1.42% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
31,055
shares
|
$2.77 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.77 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
30,785
shares
|
$2.75 Million
2.11% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
30,433
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
30,285
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,077
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
29,961
shares
|
$2.67 Million
1.62% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
29,859
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
29,327
shares
|
$2.62 Million
0.87% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
27,898
shares
|
$2.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
27,349
shares
|
$2.44 Million
1.28% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
26,956
shares
|
$2.41 Million
1.83% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
26,677
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 320.44%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
26,418
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
25,391
shares
|
$2.27 Million
0.77% of portfolio
|
Q3 2025
Added 362.83%
|