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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
50,101
shares
|
$4.47 Million
1.02% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
49,135
shares
|
$4.39 Million
1.56% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
46,555
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
43,981
shares
|
$3.93 Million
2.18% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,883
shares
|
$3.92 Million
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
43,527
shares
|
$3.89 Million
1.53% of portfolio
|
Q2 2025
Added 60.37%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
41,352
shares
|
$3.69 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
|
$3.68 Million
3.29% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
40,865
shares
|
$3.65 Million
0.05% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
40,796
shares
|
$3.64 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
40,579
shares
|
$3.62 Million
3.36% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
40,579
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,219
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
39,964
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
39,904
shares
|
$3.56 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
39,026
shares
|
$3.48 Million
0.64% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
38,547
shares
|
$3.44 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
38,164
shares
|
$3.41 Million
0.38% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,969
shares
|
$3.39 Million
0.05% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
37,513
shares
|
$3.35 Million
0.56% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
37,377
shares
|
$3.34 Million
1.89% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,355
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
36,907
shares
|
$3.3 Million
0.05% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
36,711
shares
|
$3.28 Million
0.16% of portfolio
|
Q3 2025
Added 933.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
36,435
shares
|
$3.25 Million
0.37% of portfolio
|
Q3 2025
Added 5.66%
|