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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,810
shares
|
$250,876
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,776
shares
|
$247,841
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
2,760
shares
|
$246,412
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,743
shares
|
$244,895
0.0% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
2,692
shares
|
$240,341
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
2,670
shares
|
$238,377
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,662
shares
|
$237,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,598
shares
|
$231,949
0.01% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,596
shares
|
$231,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,564
shares
|
$228,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,548
shares
|
$227,485
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,430
shares
|
$216,950
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,373
shares
|
$211,861
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
2,344
shares
|
$209,272
0.14% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
2,343
shares
|
$209,183
0.1% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
2,260
shares
|
$201,772
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,249
shares
|
$200,790
0.01% of portfolio
|
Q2 2025
Added 141.31%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,124
shares
|
$189,630
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,952
shares
|
$174,274
0.0% of portfolio
|
Q1 2025
Added 193.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,810
shares
|
$161,596
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,746
shares
|
$155,882
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$149,990
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,582
shares
|
$141,240
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,578
shares
|
$140,883
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,514
shares
|
$135,169
0.0% of portfolio
|
Q2 2025
New holding
|