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 500 institutions that hold shares in the stock, with a total of 98 Million shares, which have been reported (via 13F filing form) to have a value of $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
177,607
shares
|
$14.9 Million
5.19% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
177,349
shares
|
$14.9 Million
2.24% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
175,860
shares
|
$14.8 Million
0.49% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
175,217
shares
|
$14.7 Million
5.31% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
170,192
shares
|
$14.3 Million
3.11% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
169,616
shares
|
$14.2 Million
0.32% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
164,800
shares
|
$13.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
163,195
shares
|
$13.7 Million
3.71% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
158,410
shares
|
$13.3 Million
7.95% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
155,023
shares
|
$13 Million
6.41% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
153,583
shares
|
$12.9 Million
0.67% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
151,152
shares
|
$12.7 Million
4.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
148,751
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
147,044
shares
|
$12.4 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
145,529
shares
|
$12.2 Million
3.71% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
144,159
shares
|
$12.1 Million
3.94% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
143,518
shares
|
$12.1 Million
2.2% of portfolio
|
Q2 2025
Added 43.85%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
139,297
shares
|
$11.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
138,948
shares
|
$11.7 Million
0.49% of portfolio
|
Q2 2025
Added 112.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
138,917
shares
|
$11.7 Million
0.26% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
136,407
shares
|
$11.5 Million
3.59% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
136,023
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
135,730
shares
|
$11.4 Million
1.79% of portfolio
|
Q1 2025
Added 67.67%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
131,449
shares
|
$11 Million
1.49% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
128,926
shares
|
$10.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 19.16%
|