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 537 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
226
shares
|
$20,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
210
shares
|
$18,939
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
187
shares
|
$16,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$14,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
153
shares
|
$13,799
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
152
shares
|
$13,708
0.0% of portfolio
|
Q2 2025
Reduced 41.98%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$13,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
148
shares
|
$13,348
0.0% of portfolio
|
Q3 2025
Reduced 56.21%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
133
shares
|
$11,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
125
shares
|
$11,273
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
124
shares
|
$11,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
117
shares
|
$10,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
111
shares
|
$10,011
0.0% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
100
shares
|
$9,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,019
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
89
shares
|
$8,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
85
shares
|
$7,666
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
82
shares
|
$7,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
80
shares
|
$7,215
0.0% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
57
shares
|
$5,140
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
48
shares
|
$4,329
0.0% of portfolio
|
Q3 2025
Reduced 46.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
42
shares
|
$3,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
36
shares
|
$3,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$3,156
0.0% of portfolio
|
Q2 2023
Added 600.0%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$2,705
0.0% of portfolio
|
Q3 2025
New holding
|
|