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 562 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
85,385
shares
|
$7.7 Million
4.06% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
85,182
shares
|
$7.68 Million
1.65% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
85,063
shares
|
$7.67 Million
0.93% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
84,639
shares
|
$7.63 Million
0.02% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
83,937
shares
|
$7.57 Million
0.68% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 27, 2026 Q4 2025 |
82,619
shares
|
$7.45 Million
1.1% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
82,472
shares
|
$7.44 Million
4.85% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
82,072
shares
|
$7.4 Million
0.64% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$7.14 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Hbe Wealth Management, LLC
Lincoln, NE |
Jan 20, 2026 Q4 2025 |
77,900
shares
|
$7.03 Million
6.89% of portfolio
|
Q4 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
77,279
shares
|
$6.97 Million
2.8% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 26, 2026 Q4 2025 |
77,262
shares
|
$6.97 Million
4.4% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
75,025
shares
|
$6.77 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$6.66 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
73,646
shares
|
$6.64 Million
2.84% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
72,204
shares
|
$6.51 Million
0.06% of portfolio
|
Q4 2025
Reduced 5.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
71,883
shares
|
$6.48 Million
0.0% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
71,771
shares
|
$6.47 Million
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
71,747
shares
|
$6.47 Million
2.13% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jan 29, 2026 Q4 2025 |
71,709
shares
|
$6.47 Million
3.19% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
71,509
shares
|
$6.45 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
71,290
shares
|
$6.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
70,069
shares
|
$6.32 Million
0.02% of portfolio
|
Q3 2025
Added 95.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
69,973
shares
|
$6.31 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
69,381
shares
|
$6.26 Million
1.52% of portfolio
|
Q4 2025
Added 11.45%
|
|