Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.95K+ 7.13% |
$367K - $472K
|
89.4K
$7.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.91K+ 7.75% |
$365K - $469K
|
82.1K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.65K+ 12.34% |
$349K - $448K
|
51.5K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.38K+ 8.96% |
$332K - $427K
|
65.4K
$5.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.31K+ 3.98% |
$328K - $421K
|
139K
$12.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.27K+ 15.63% |
$326K - $418K
|
39K
$3.43M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.23K+ 14.8% |
$323K - $415K
|
40.6K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5.22K+ 35.49% |
$322K - $414K
|
19.9K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.15K+ 48.22% |
$318K - $408K
|
15.8K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5KNew |
$309K - $397K
|
5K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5KNew |
$309K - $397K
|
5K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.94KNew |
$305K - $392K
|
4.94K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.91KNew |
$303K - $389K
|
4.91K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.67K+ 2.63% |
$288K - $370K
|
182K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.46K+ 14.86% |
$275K - $354K
|
34.5K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.32K+ 2.07% |
$267K - $343K
|
213K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.3K+ 9.34% |
$265K - $341K
|
50.3K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 29.1% |
$265K - $340K
|
19K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.17K+ 3.49% |
$257K - $330K
|
123K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.11K+ 1532.84% |
$254K - $326K
|
4.38K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.91K+ 6.49% |
$242K - $310K
|
64.2K
$5.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.9K+ 168.15% |
$241K - $309K
|
6.21K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.88K+ 5.0% |
$240K - $308K
|
81.5K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.5% |
$238K - $305K
|
261K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.83KNew |
$236K - $304K
|
3.83K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.8KNew |
$235K - $302K
|
3.8K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 24.49% |
$230K - $295K
|
18.9K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.57KNew |
$220K - $283K
|
3.57K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
3.4KNew |
$210K - $270K
|
3.4K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.28K+ 3.58% |
$202K - $260K
|
94.8K
$8.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.15K+ 2.58% |
$195K - $250K
|
125K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.08KNew |
$190K - $244K
|
3.08K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.06K+ 3.67% |
$189K - $243K
|
86.5K
$7.6M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 4.54% |
$186K - $239K
|
69.3K
$6.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3KNew |
$185K - $238K
|
3K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.91KNew |
$180K - $231K
|
2.91K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$179K - $230K
|
49.1K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.85KNew |
$176K - $226K
|
2.85K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 10.28% |
$175K - $225K
|
30.4K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.78KNew |
$172K - $220K
|
2.78K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.78KNew |
$171K - $220K
|
2.78K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.76KNew |
$170K - $219K
|
2.76K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 35.14% |
$169K - $217K
|
10.5K
$925K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.6% |
$165K - $212K
|
170K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.67KNew |
$165K - $212K
|
2.67K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.66KNew |
$164K - $211K
|
2.66K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.61K+ 4.72% |
$161K - $207K
|
58K
$5.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.6KNew |
$160K - $206K
|
2.6K
$228K
|