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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
127,479
shares
|
$10.7 Million
0.05% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
127,218
shares
|
$10.7 Million
2.9% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
125,485
shares
|
$10.5 Million
3.98% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
123,431
shares
|
$10.4 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
115,495
shares
|
$9.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
114,987
shares
|
$9.66 Million
5.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
113,805
shares
|
$9.56 Million
2.99% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
113,379
shares
|
$9.52 Million
2.46% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
111,403
shares
|
$9.36 Million
2.24% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
110,191
shares
|
$9.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 88.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,269
shares
|
$9.18 Million
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
108,977
shares
|
$9.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$9.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
108,154
shares
|
$9.08 Million
0.48% of portfolio
|
Q2 2025
Added 42.35%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
107,809
shares
|
$9.06 Million
0.38% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$9.02 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
106,406
shares
|
$8.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
105,110
shares
|
$8.83 Million
5.46% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
104,248
shares
|
$8.76 Million
0.97% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
103,791
shares
|
$8.72 Million
3.86% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
103,662
shares
|
$8.71 Million
1.44% of portfolio
|
Q2 2025
Added 103.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
103,323
shares
|
$8.68 Million
2.07% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
101,528
shares
|
$8.53 Million
3.27% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
100,731
shares
|
$8.46 Million
3.72% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$8.23 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|