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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$446,400
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
4,954
shares
|
$442,293
0.27% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,906
shares
|
$438,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,840
shares
|
$432,115
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,750
shares
|
$424,080
0.12% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
4,676
shares
|
$417,473
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,667
shares
|
$416,669
0.36% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
4,651
shares
|
$415,241
0.02% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$404,170
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,478
shares
|
$399,795
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,425
shares
|
$395,064
0.04% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
4,376
shares
|
$390,689
0.2% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,376
shares
|
$390,689
0.0% of portfolio
|
Q2 2025
Added 1532.84%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
4,271
shares
|
$381,314
0.19% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
4,219
shares
|
$376,672
0.26% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
4,174
shares
|
$372,654
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,049
shares
|
$361,494
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$357,120
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,974
shares
|
$354,798
0.01% of portfolio
|
Q2 2025
Added 112.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,909
shares
|
$348,995
0.05% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
3,885
shares
|
$346,852
0.27% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,857
shares
|
$344,352
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$343,995
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,829
shares
|
$341,853
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,803
shares
|
$339,531
0.01% of portfolio
|
Q2 2025
New holding
|