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 537 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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,621,860
shares
|
$1.86 Billion
1.42% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,051,672
shares
|
$1.72 Billion
1.16% of portfolio
|
Q3 2025
Added 144.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,541,209
shares
|
$1.04 Billion
5.76% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,043,766
shares
|
$365 Million
4.37% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$233 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,578,796
shares
|
$233 Million
12.85% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
2,395,790
shares
|
$216 Million
10.62% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,271,428
shares
|
$205 Million
0.06% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,977,284
shares
|
$178 Million
2.09% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,669,183
shares
|
$151 Million
2.45% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,651,250
shares
|
$149 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,326,229
shares
|
$120 Million
0.2% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,299,367
shares
|
$117 Million
0.04% of portfolio
|
Q3 2025
Added 51.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$107 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
962,130
shares
|
$86.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
830,593
shares
|
$74.9 Million
0.03% of portfolio
|
Q3 2025
Added 79.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
732,319
shares
|
$66 Million
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
715,192
shares
|
$64.5 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
714,650
shares
|
$64.5 Million
7.34% of portfolio
|
Q3 2025
Reduced 39.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
689,289
shares
|
$62.2 Million
4.04% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
635,846
shares
|
$57.3 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
630,982
shares
|
$56.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 40.1%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
597,851
shares
|
$53.9 Million
18.38% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
594,022
shares
|
$53.6 Million
1.08% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
580,137
shares
|
$52.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|