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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
135,359
shares
|
$12.1 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 Million
6.56% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
131,449
shares
|
$11.7 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
|
$11.5 Million
4.91% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
125,754
shares
|
$11.2 Million
2.76% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
125,485
shares
|
$11.2 Million
3.98% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
125,460
shares
|
$11.2 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
123,431
shares
|
$11 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
120,620
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
117,624
shares
|
$10.5 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
114,987
shares
|
$10.3 Million
5.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
113,805
shares
|
$10.2 Million
2.99% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
113,381
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
111,403
shares
|
$9.95 Million
2.24% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
109,170
shares
|
$9.75 Million
0.37% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
109,147
shares
|
$9.74 Million
0.0% of portfolio
|
Q2 2025
Added 177.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$9.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
108,321
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
108,154
shares
|
$9.66 Million
0.48% of portfolio
|
Q2 2025
Added 42.35%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$9.59 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
104,248
shares
|
$9.31 Million
0.97% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
103,353
shares
|
$9.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
103,323
shares
|
$9.22 Million
2.07% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
101,962
shares
|
$9.1 Million
3.32% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
101,923
shares
|
$9.1 Million
4.0% of portfolio
|
Q3 2025
Reduced 1.8%
|