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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,419
shares
|
$126,688
0.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,267
shares
|
$113,117
0.0% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,242
shares
|
$110,885
0.0% of portfolio
|
Q2 2025
Reduced 95.27%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,031
shares
|
$92,047
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
920
shares
|
$82,137
0.05% of portfolio
|
Q2 2025
Added 305.29%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
856
shares
|
$76,423
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
826
shares
|
$73,745
0.0% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
781
shares
|
$69,727
0.01% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
719
shares
|
$64,192
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
712
shares
|
$63,567
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
623
shares
|
$55,621
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
622
shares
|
$55,532
0.0% of portfolio
|
Q2 2025
Added 35.22%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
608
shares
|
$54,282
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
601
shares
|
$53,657
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
554
shares
|
$49,461
0.01% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
533
shares
|
$47,586
0.0% of portfolio
|
Q2 2025
Added 255.33%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
521
shares
|
$46,514
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
520
shares
|
$46,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
518
shares
|
$46,247
0.04% of portfolio
|
Q3 2025
Added 84.34%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
502
shares
|
$44,818
0.04% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
486
shares
|
$43,390
0.0% of portfolio
|
Q2 2025
Added 1925.0%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
462
shares
|
$41,247
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
431
shares
|
$38,479
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
410
shares
|
$36,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
380
shares
|
$33,926
0.01% of portfolio
|
Q2 2025
Added 117.14%
|