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 559 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
184,297
shares
|
$16.6 Million
5.34% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$16.5 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
180,531
shares
|
$16.3 Million
4.58% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
179,585
shares
|
$16.2 Million
0.31% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$16.2 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
178,871
shares
|
$16.1 Million
4.51% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Invariant Investment Management
Camp Hill, PA |
Jan 23, 2026 Q4 2025 |
178,189
shares
|
$16.1 Million
11.08% of portfolio
|
Q4 2025
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 26, 2026 Q4 2025 |
176,593
shares
|
$15.9 Million
3.2% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
176,052
shares
|
$15.9 Million
0.5% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
175,011
shares
|
$15.8 Million
3.22% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
173,945
shares
|
$15.7 Million
2.88% of portfolio
|
Q4 2025
Added 18.41%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
172,390
shares
|
$15.5 Million
5.8% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jan 26, 2026 Q4 2025 |
171,197
shares
|
$15.4 Million
2.31% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
167,100
shares
|
$15.1 Million
8.18% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
164,208
shares
|
$14.8 Million
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
163,370
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 35.44%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
160,846
shares
|
$14.5 Million
3.78% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
159,859
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 40.99%
|
|
|
Bedel Financial Consulting, Inc.
|
Jan 28, 2026 Q4 2025 |
159,661
shares
|
$14.4 Million
1.61% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
159,514
shares
|
$14.4 Million
6.59% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
159,396
shares
|
$14.4 Million
0.3% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
158,913
shares
|
$14.3 Million
0.04% of portfolio
|
Q4 2025
Reduced 10.64%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
156,483
shares
|
$14.1 Million
3.23% of portfolio
|
Q4 2025
Added 24.44%
|
|