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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,368
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
19,331
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Added 1071.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
19,024
shares
|
$1.7 Million
0.27% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
18,938
shares
|
$1.69 Million
0.42% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,934
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
18,893
shares
|
$1.69 Million
0.98% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
18,684
shares
|
$1.67 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
17,438
shares
|
$1.56 Million
0.28% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,302
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 52.8%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,157
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,019
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,821
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Added 44.7%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
16,732
shares
|
$1.49 Million
0.58% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
16,726
shares
|
$1.49 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,414
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
16,305
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
16,170
shares
|
$1.44 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
16,011
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
15,830
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Added 48.22%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
15,688
shares
|
$1.4 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
15,492
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.37 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,375
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,269
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
Added 49.75%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,232
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2025
New holding
|