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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
76,200
shares
|
$6.4 Million
0.01% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
75,701
shares
|
$6.36 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$6.2 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
71,735
shares
|
$6.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
70,472
shares
|
$5.92 Million
3.33% of portfolio
|
Q2 2025
Added 1354.83%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
69,973
shares
|
$5.88 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
69,302
shares
|
$5.82 Million
2.05% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
68,897
shares
|
$5.79 Million
2.67% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
68,377
shares
|
$5.74 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
68,307
shares
|
$5.74 Million
5.1% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
68,161
shares
|
$5.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
66,714
shares
|
$5.6 Million
3.95% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
65,398
shares
|
$5.49 Million
2.87% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
65,392
shares
|
$5.49 Million
1.99% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
65,001
shares
|
$5.46 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
64,929
shares
|
$5.45 Million
2.31% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
64,808
shares
|
$5.44 Million
3.66% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
64,568
shares
|
$5.42 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
64,158
shares
|
$5.39 Million
3.26% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
64,126
shares
|
$5.39 Million
2.9% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
63,295
shares
|
$5.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
60,887
shares
|
$5.11 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
60,623
shares
|
$5.09 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
58,966
shares
|
$4.95 Million
0.5% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
57,972
shares
|
$4.87 Million
3.79% of portfolio
|
Q2 2025
Added 4.72%
|