Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.3M+ 144.98% |
$893M - $1B
|
19.1M
$1.67B
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
636KNew |
$50.4M - $56.6M
|
636K
$55.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
558K+ 5.08% |
$44.2M - $49.6M
|
11.5M
$1.01B
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
277KNew |
$22M - $24.7M
|
277K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256KNew |
$20.3M - $22.8M
|
256K
$22.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
165K+ 9.13% |
$13.1M - $14.7M
|
1.98M
$174M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
137K+ 335.46% |
$10.9M - $12.2M
|
178K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
98.3KNew |
$7.79M - $8.75M
|
98.3K
$8.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 4.52% |
$7.78M - $8.74M
|
2.27M
$200M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
87.8KNew |
$6.96M - $7.82M
|
87.8K
$7.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
86.8K+ 3.48% |
$6.88M - $7.72M
|
2.58M
$227M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
73.3K+ 137.42% |
$5.81M - $6.53M
|
127K
$11.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
67.1KNew |
$5.32M - $5.98M
|
67.1K
$5.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59.8KNew |
$4.74M - $5.33M
|
59.8K
$5.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46K+ 2.83% |
$3.64M - $4.09M
|
1.67M
$147M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44KNew |
$3.49M - $3.92M
|
44K
$3.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
35.6K+ 526.55% |
$2.82M - $3.17M
|
42.3K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33.2K+ 933.82% |
$2.63M - $2.95M
|
36.7K
$3.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29.4K+ 56.01% |
$2.33M - $2.62M
|
82K
$7.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
28.8K+ 27.44% |
$2.29M - $2.57M
|
134K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
28K+ 6.64% |
$2.22M - $2.5M
|
450K
$39.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27KNew |
$2.14M - $2.4M
|
27K
$2.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
26.4KNew |
$2.09M - $2.35M
|
26.4K
$2.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
24.6K+ 5.82% |
$1.95M - $2.19M
|
447K
$39.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.5K+ 14.74% |
$1.62M - $1.82M
|
159K
$14M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 362.83% |
$1.58M - $1.77M
|
25.4K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
19.6K+ 9.19% |
$1.55M - $1.74M
|
233K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16.8K+ 30.14% |
$1.33M - $1.49M
|
72.4K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.3K+ 5.38% |
$1.29M - $1.45M
|
319K
$28M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15.8K+ 23.62% |
$1.25M - $1.4M
|
82.5K
$7.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$1.24M - $1.4M
|
15.7K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$1.21M - $1.36M
|
15.2K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15.2K+ 2.26% |
$1.21M - $1.35M
|
689K
$60.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.2K+ 4.71% |
$1.13M - $1.27M
|
316K
$27.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14.2K+ 5.78% |
$1.12M - $1.26M
|
260K
$22.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.1K+ 67.72% |
$1.12M - $1.26M
|
34.9K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 33.15% |
$1.09M - $1.22M
|
55.1K
$4.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.4K+ 10.91% |
$981K - $1.1M
|
126K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.2K+ 15.86% |
$886K - $995K
|
81.6K
$7.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
9.96K+ 19.87% |
$789K - $887K
|
60.1K
$5.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.39K+ 10.87% |
$744K - $836K
|
95.8K
$8.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.24K+ 9.74% |
$732K - $823K
|
104K
$9.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.07K+ 0.69% |
$718K - $807K
|
1.33M
$117M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8.67K+ 6.35% |
$687K - $772K
|
145K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.16K+ 6.0% |
$647K - $726K
|
144K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 4.76% |
$640K - $719K
|
178K
$15.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.86K+ 7.61% |
$623K - $700K
|
111K
$9.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.64K+ 1.41% |
$606K - $680K
|
548K
$48.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.63K+ 4.82% |
$605K - $679K
|
166K
$14.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.54K+ 2.9% |
$597K - $671K
|
267K
$23.5M
|