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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$50.9 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
564,686
shares
|
$50.4 Million
1.66% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
540,154
shares
|
$48.2 Million
5.76% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Divergent Planning, LLC
|
Oct 09, 2025 Q3 2025 |
531,625
shares
|
$47.5 Million
13.48% of portfolio
|
Q2 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
518,512
shares
|
$46.3 Million
5.35% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
482,251
shares
|
$43.1 Million
3.7% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
473,562
shares
|
$42.3 Million
0.33% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
463,992
shares
|
$41.4 Million
0.02% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
456,705
shares
|
$40.8 Million
7.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
449,982
shares
|
$40.2 Million
1.14% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
448,149
shares
|
$40 Million
2.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
446,632
shares
|
$39.9 Million
0.93% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
440,807
shares
|
$39.4 Million
2.94% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
410,202
shares
|
$36.6 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
403,602
shares
|
$36 Million
4.42% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
389,418
shares
|
$34.8 Million
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
388,265
shares
|
$34.7 Million
0.02% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
345,835
shares
|
$30.9 Million
3.74% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
340,110
shares
|
$30.4 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
329,207
shares
|
$29.4 Million
9.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
325,150
shares
|
$29 Million
4.44% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
302,932
shares
|
$27 Million
6.36% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
302,162
shares
|
$27 Million
4.5% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
296,272
shares
|
$26.5 Million
17.97% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
295,235
shares
|
$26.4 Million
2.22% of portfolio
|
Q3 2024
Added 7.04%
|