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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,375
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,258
shares
|
$2.26 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
|
$2.2 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
|
$2.18 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
23,628
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$2.08 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
23,108
shares
|
$2.06 Million
1.31% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
22,356
shares
|
$2 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,218
shares
|
$1.98 Million
1.7% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
22,216
shares
|
$1.98 Million
0.5% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
22,141
shares
|
$1.98 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
21,828
shares
|
$1.95 Million
1.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,548
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
21,455
shares
|
$1.92 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
21,441
shares
|
$1.91 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
21,377
shares
|
$1.91 Million
1.28% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
21,331
shares
|
$1.9 Million
0.27% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
21,205
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
20,719
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
20,424
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Added 444.79%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
19,935
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
19,930
shares
|
$1.78 Million
0.62% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
19,918
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
19,671
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,514
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
Added 15.17%
|