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 538 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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
316,400
shares
|
$28.5 Million
4.55% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
299,193
shares
|
$27 Million
2.32% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
296,272
shares
|
$26.7 Million
17.97% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
285,856
shares
|
$25.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
277,008
shares
|
$25 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
271,921
shares
|
$24.5 Million
1.1% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
267,181
shares
|
$24.1 Million
2.37% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Define Financial, LLC
San Diego, CA |
Oct 15, 2025 Q3 2025 |
263,495
shares
|
$23.8 Million
14.08% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
259,894
shares
|
$23.4 Million
9.99% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
259,856
shares
|
$23.4 Million
0.09% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
255,595
shares
|
$23.1 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
255,510
shares
|
$23 Million
3.82% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
255,233
shares
|
$23 Million
1.51% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
252,931
shares
|
$22.8 Million
9.08% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
252,143
shares
|
$22.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
238,149
shares
|
$21.5 Million
8.81% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
236,947
shares
|
$21.4 Million
6.06% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
232,767
shares
|
$21 Million
4.08% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
231,659
shares
|
$20.9 Million
10.58% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
230,749
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Added 26.68%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$19.1 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
207,295
shares
|
$18.7 Million
3.53% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
207,148
shares
|
$18.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
195,394
shares
|
$17.6 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
193,747
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2025
Added 3.72%
|
|