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 538 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
67,135
shares
|
$6.05 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
66,222
shares
|
$5.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
65,420
shares
|
$5.9 Million
3.12% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
65,308
shares
|
$5.89 Million
0.65% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
64,614
shares
|
$5.83 Million
2.55% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
64,599
shares
|
$5.83 Million
2.51% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
64,571
shares
|
$5.82 Million
3.34% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
63,886
shares
|
$5.76 Million
4.94% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
63,230
shares
|
$5.7 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
62,253
shares
|
$5.61 Million
1.49% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
61,699
shares
|
$5.56 Million
3.99% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
60,623
shares
|
$5.47 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
60,074
shares
|
$5.42 Million
4.06% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
59,832
shares
|
$5.4 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
59,150
shares
|
$5.33 Million
3.97% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
57,464
shares
|
$5.18 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
56,964
shares
|
$5.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$5.13 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
55,061
shares
|
$4.97 Million
4.82% of portfolio
|
Q3 2025
Added 33.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
54,168
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
53,657
shares
|
$4.84 Million
3.52% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,651
shares
|
$4.84 Million
1.09% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
53,392
shares
|
$4.82 Million
1.37% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
53,297
shares
|
$4.81 Million
1.95% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
53,133
shares
|
$4.79 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|