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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
360
shares
|
$32,140
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
326
shares
|
$29,105
0.0% of portfolio
|
Q2 2025
Added 61.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
302
shares
|
$26,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
300
shares
|
$26,784
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
300
shares
|
$26,784
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
235
shares
|
$20,980
0.0% of portfolio
|
Q1 2025
Added 161.11%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
210
shares
|
$18,748
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
187
shares
|
$16,695
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
162
shares
|
$14,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
159
shares
|
$14,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$14,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$14,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
152
shares
|
$13,570
0.0% of portfolio
|
Q2 2025
Reduced 41.98%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$13,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
148
shares
|
$13,213
0.0% of portfolio
|
Q3 2025
Reduced 56.21%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
135
shares
|
$12,052
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
133
shares
|
$11,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
125
shares
|
$11,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
117
shares
|
$10,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
111
shares
|
$9,910
0.0% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
100
shares
|
$8,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
99
shares
|
$8,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
89
shares
|
$7,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
85
shares
|
$7,588
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
85
shares
|
$7,588
0.0% of portfolio
|
Q2 2025
Added 4150.0%
|