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 |
|---|---|---|---|---|---|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
183,860
shares
|
$16.4 Million
4.82% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$16.3 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
182,152
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$16 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
178,679
shares
|
$16 Million
4.53% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
177,832
shares
|
$15.9 Million
0.05% of portfolio
|
Q3 2025
Added 335.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
177,687
shares
|
$15.9 Million
0.33% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
176,052
shares
|
$15.7 Million
0.5% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
175,217
shares
|
$15.6 Million
5.31% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
173,982
shares
|
$15.5 Million
2.3% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
170,192
shares
|
$15.2 Million
3.11% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
166,041
shares
|
$14.8 Million
8.09% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
163,889
shares
|
$14.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
163,195
shares
|
$14.6 Million
3.71% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
159,396
shares
|
$14.2 Million
0.3% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
155,023
shares
|
$13.8 Million
6.41% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
151,161
shares
|
$13.5 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
150,232
shares
|
$13.4 Million
4.33% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
147,044
shares
|
$13.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
146,902
shares
|
$13.1 Million
2.37% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
145,529
shares
|
$13 Million
3.71% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
145,073
shares
|
$13 Million
3.56% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
142,325
shares
|
$12.7 Million
4.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
138,948
shares
|
$12.4 Million
0.49% of portfolio
|
Q2 2025
Added 112.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
136,023
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|