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 |
|---|---|---|---|---|---|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
99,344
shares
|
$8.87 Million
3.8% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
99,278
shares
|
$8.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
98,253
shares
|
$8.77 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$8.74 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
97,441
shares
|
$8.7 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
95,797
shares
|
$8.55 Million
3.57% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
95,629
shares
|
$8.54 Million
2.21% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
94,836
shares
|
$8.47 Million
0.71% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
92,402
shares
|
$8.25 Million
3.39% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
90,044
shares
|
$8.04 Million
3.99% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
89,872
shares
|
$8.02 Million
1.85% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
89,442
shares
|
$7.99 Million
6.39% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
87,812
shares
|
$7.84 Million
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
87,090
shares
|
$7.78 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
86,402
shares
|
$7.71 Million
4.68% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
86,265
shares
|
$7.7 Million
0.84% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
86,154
shares
|
$7.69 Million
1.6% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
84,958
shares
|
$7.59 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
83,405
shares
|
$7.45 Million
1.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
83,363
shares
|
$7.44 Million
0.89% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
82,490
shares
|
$7.36 Million
4.37% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
82,472
shares
|
$7.36 Million
4.85% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
82,279
shares
|
$7.35 Million
3.54% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
82,109
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
81,973
shares
|
$7.32 Million
1.0% of portfolio
|
Q3 2025
Added 56.01%
|