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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
15,144
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 149.28%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
15,120
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
Added 112.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
15,106
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,880
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
14,671
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$1.25 Million
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
13,916
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Added 97.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
13,613
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.3%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
13,191
shares
|
$1.18 Million
0.62% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
13,163
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,059
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
12,756
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
12,711
shares
|
$1.13 Million
0.61% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
12,260
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
12,122
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,057
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
11,980
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,942
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,444
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,249
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$985,026
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
10,860
shares
|
$969,580
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
10,811
shares
|
$965,206
0.02% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,533
shares
|
$940,386
0.02% of portfolio
|
Q2 2025
Added 35.14%
|