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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
95,629
shares
|
$8.03 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
|
$7.97 Million
0.71% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
93,670
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
92,402
shares
|
$7.76 Million
3.39% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
89,442
shares
|
$7.51 Million
6.39% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
89,434
shares
|
$7.51 Million
3.85% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
87,970
shares
|
$7.39 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
86,493
shares
|
$7.27 Million
1.77% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
86,406
shares
|
$7.26 Million
3.49% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
86,402
shares
|
$7.26 Million
4.68% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
86,154
shares
|
$7.24 Million
1.6% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
84,958
shares
|
$7.14 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
|
$7.01 Million
1.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
83,363
shares
|
$7 Million
0.89% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
82,655
shares
|
$6.94 Million
0.81% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
82,490
shares
|
$6.93 Million
4.37% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
82,279
shares
|
$6.91 Million
3.54% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
79,410
shares
|
$6.67 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$6.65 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
78,836
shares
|
$6.62 Million
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
78,282
shares
|
$6.58 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
77,649
shares
|
$6.52 Million
0.02% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
77,472
shares
|
$6.51 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
76,817
shares
|
$6.45 Million
2.83% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
76,594
shares
|
$6.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.96%
|