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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
64,599
shares
|
$5.77 Million
2.51% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
64,571
shares
|
$5.76 Million
3.34% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
63,295
shares
|
$5.65 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
62,253
shares
|
$5.56 Million
1.49% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
61,699
shares
|
$5.51 Million
3.99% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
60,887
shares
|
$5.44 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
60,623
shares
|
$5.41 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
60,074
shares
|
$5.36 Million
4.06% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
59,832
shares
|
$5.34 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
58,966
shares
|
$5.26 Million
0.5% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
57,972
shares
|
$5.18 Million
3.79% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
57,842
shares
|
$5.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$5.08 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
56,278
shares
|
$5.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.85%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
53,657
shares
|
$4.79 Million
3.52% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
53,392
shares
|
$4.77 Million
1.37% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
53,355
shares
|
$4.76 Million
0.44% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
53,133
shares
|
$4.74 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
52,792
shares
|
$4.71 Million
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
52,193
shares
|
$4.66 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
51,647
shares
|
$4.61 Million
1.79% of portfolio
|
Q2 2025
Added 19918.22%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
51,523
shares
|
$4.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,458
shares
|
$4.59 Million
1.18% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
51,355
shares
|
$4.58 Million
0.6% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
50,298
shares
|
$4.49 Million
0.2% of portfolio
|
Q2 2025
Added 9.34%
|