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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,784
shares
|
$337,835
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
3,720
shares
|
$332,121
0.15% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,714
shares
|
$331,585
0.03% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,696
shares
|
$329,978
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$328,996
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,675
shares
|
$328,104
0.02% of portfolio
|
Q3 2025
Added 1463.83%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,619
shares
|
$323,104
0.2% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,566
shares
|
$318,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
3,486
shares
|
$311,230
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
3,464
shares
|
$309,265
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
3,401
shares
|
$303,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,287
shares
|
$293,463
0.0% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,270
shares
|
$291,945
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
3,195
shares
|
$285,249
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,123
shares
|
$278,821
0.02% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,093
shares
|
$276,143
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,075
shares
|
$274,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,055
shares
|
$272,750
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,045
shares
|
$271,857
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,999
shares
|
$267,750
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,939
shares
|
$262,393
0.15% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,913
shares
|
$260,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,847
shares
|
$254,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,837
shares
|
$253,287
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,817
shares
|
$251,501
0.02% of portfolio
|
Q3 2025
Added 0.07%
|