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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
292,219
shares
|
$26.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
280,710
shares
|
$25.1 Million
0.04% of portfolio
|
Q2 2025
Added 77.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
277,008
shares
|
$24.7 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
272,692
shares
|
$24.3 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
270,620
shares
|
$24.2 Million
1.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
268,428
shares
|
$24 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
267,181
shares
|
$23.9 Million
2.37% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Define Financial, LLC
San Diego, CA |
Oct 15, 2025 Q3 2025 |
263,495
shares
|
$23.5 Million
14.08% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
259,894
shares
|
$23.2 Million
9.99% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
255,595
shares
|
$22.8 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
255,510
shares
|
$22.8 Million
3.82% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
255,233
shares
|
$22.8 Million
1.51% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
245,782
shares
|
$21.9 Million
8.61% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
238,149
shares
|
$21.3 Million
8.81% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
236,947
shares
|
$21.2 Million
6.06% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
231,518
shares
|
$20.7 Million
0.07% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
225,669
shares
|
$20.1 Million
10.41% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
213,170
shares
|
$19 Million
3.59% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$18.9 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
209,508
shares
|
$18.7 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
207,295
shares
|
$18.5 Million
3.53% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
207,148
shares
|
$18.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
196,628
shares
|
$17.6 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
193,747
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
184,297
shares
|
$16.5 Million
5.34% of portfolio
|
Q3 2025
Added 3.77%
|