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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
81,529
shares
|
$7.28 Million
0.02% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
79,410
shares
|
$7.09 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$7.07 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
78,836
shares
|
$7.04 Million
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
78,420
shares
|
$7 Million
0.55% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
76,817
shares
|
$6.86 Million
2.83% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
76,499
shares
|
$6.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
75,701
shares
|
$6.76 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
75,627
shares
|
$6.75 Million
0.0% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$6.59 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
72,367
shares
|
$6.46 Million
1.82% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
71,735
shares
|
$6.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
71,509
shares
|
$6.38 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
70,472
shares
|
$6.29 Million
3.33% of portfolio
|
Q2 2025
Added 1354.83%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
69,973
shares
|
$6.25 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
68,897
shares
|
$6.15 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
|
$6.1 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
|
$6.1 Million
5.1% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
68,161
shares
|
$6.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
67,742
shares
|
$6.05 Million
2.11% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
67,568
shares
|
$6.03 Million
3.04% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
65,420
shares
|
$5.84 Million
3.12% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
65,392
shares
|
$5.84 Million
1.99% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
65,001
shares
|
$5.8 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
64,614
shares
|
$5.77 Million
2.55% of portfolio
|
Q3 2025
Added 0.26%
|