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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
57,842
shares
|
$4.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$4.78 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
55,606
shares
|
$4.67 Million
1.79% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
55,362
shares
|
$4.65 Million
1.44% of portfolio
|
Q2 2025
Reduced 34.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
55,333
shares
|
$4.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
54,971
shares
|
$4.62 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
54,615
shares
|
$4.59 Million
3.32% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
53,355
shares
|
$4.48 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
|
$4.46 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
52,792
shares
|
$4.43 Million
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
52,542
shares
|
$4.41 Million
0.61% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
52,193
shares
|
$4.38 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
51,926
shares
|
$4.36 Million
1.29% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
51,647
shares
|
$4.34 Million
1.79% of portfolio
|
Q2 2025
Added 19918.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
51,528
shares
|
$4.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
51,523
shares
|
$4.33 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
|
$4.32 Million
1.18% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
50,641
shares
|
$4.25 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
50,298
shares
|
$4.23 Million
0.2% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
50,115
shares
|
$4.21 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
49,135
shares
|
$4.13 Million
1.49% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,883
shares
|
$3.69 Million
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
43,527
shares
|
$3.66 Million
1.53% of portfolio
|
Q2 2025
Added 60.37%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
41,352
shares
|
$3.47 Million
3.39% of portfolio
|
Q2 2025
Added 210.5%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,243
shares
|
$3.46 Million
3.29% of portfolio
|
Q1 2025
Reduced 15.45%
|