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 474 institutions that hold shares in the stock, with a total of 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
20,865
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
20,832
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2025
Added 140.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
20,424
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 444.79%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,421
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 47.67%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,320
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
19,595
shares
|
$1.6 Million
0.76% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
19,331
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Added 1071.58%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
18,938
shares
|
$1.54 Million
0.42% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
18,684
shares
|
$1.52 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
18,545
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
18,280
shares
|
$1.49 Million
1.1% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
18,007
shares
|
$1.47 Million
0.39% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
17,514
shares
|
$1.43 Million
1.4% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
17,438
shares
|
$1.42 Million
0.26% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,399
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,157
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
16,943
shares
|
$1.38 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
16,635
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
16,632
shares
|
$1.36 Million
0.53% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,207
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
16,170
shares
|
$1.32 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
16,107
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
15,910
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 415.72%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
15,830
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2025
Added 48.22%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
15,688
shares
|
$1.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.49%
|