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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
52,738
shares
|
$4.76 Million
0.66% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
52,316
shares
|
$4.72 Million
0.57% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
52,277
shares
|
$4.71 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
51,432
shares
|
$4.64 Million
0.21% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
51,355
shares
|
$4.63 Million
0.6% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
50,101
shares
|
$4.52 Million
1.02% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
49,921
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2025
Added 65.98%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
49,135
shares
|
$4.43 Million
1.56% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
48,966
shares
|
$4.42 Million
0.12% of portfolio
|
Q3 2025
Added 78.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
48,211
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
46,781
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
46,303
shares
|
$4.18 Million
0.4% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
45,569
shares
|
$4.11 Million
2.24% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
44,903
shares
|
$4.05 Million
1.77% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
44,382
shares
|
$4 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
43,981
shares
|
$3.97 Million
2.18% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,699
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
42,342
shares
|
$3.82 Million
1.13% of portfolio
|
Q3 2025
Added 526.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
40,865
shares
|
$3.69 Million
0.05% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
40,579
shares
|
$3.66 Million
3.53% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
39,801
shares
|
$3.59 Million
3.19% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
39,575
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
38,932
shares
|
$3.51 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
38,738
shares
|
$3.49 Million
0.03% of portfolio
|
Q3 2025
Added 622.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
38,547
shares
|
$3.48 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.21%
|
|