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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
144,182
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
142,325
shares
|
$12.8 Million
4.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
141,669
shares
|
$12.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
135,375
shares
|
$12.2 Million
0.43% of portfolio
|
Q3 2025
Added 22165.63%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
135,359
shares
|
$12.2 Million
2.94% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
133,950
shares
|
$12.1 Million
6.56% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
133,528
shares
|
$12 Million
5.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
132,561
shares
|
$12 Million
1.96% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
130,377
shares
|
$11.8 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
130,212
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
127,276
shares
|
$11.5 Million
3.46% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
126,677
shares
|
$11.4 Million
1.11% of portfolio
|
Q3 2025
Added 137.42%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
125,754
shares
|
$11.3 Million
2.76% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
125,460
shares
|
$11.3 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
124,409
shares
|
$11.2 Million
0.18% of portfolio
|
Q4 2025
Added 26.62%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
122,553
shares
|
$11.1 Million
4.09% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
119,257
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
116,056
shares
|
$10.5 Million
2.56% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
114,151
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 39.02%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
112,892
shares
|
$10.2 Million
5.51% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
112,017
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
111,184
shares
|
$10 Million
2.23% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
109,170
shares
|
$9.85 Million
0.37% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$9.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
107,449
shares
|
$9.69 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.65%
|
|