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 505 institutions that hold shares in the stock, with a total of 99.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,388,604
shares
|
$1.62 Billion
1.26% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,983,707
shares
|
$965 Million
5.68% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,776,974
shares
|
$684 Million
0.47% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,807,743
shares
|
$335 Million
4.3% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,580,173
shares
|
$227 Million
1.87% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,492,034
shares
|
$219 Million
11.71% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,455,994
shares
|
$216 Million
10.62% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,173,301
shares
|
$191 Million
0.05% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,811,931
shares
|
$159 Million
1.82% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,661,796
shares
|
$146 Million
1.3% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,623,192
shares
|
$143 Million
2.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,317,162
shares
|
$116 Million
0.19% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,264,280
shares
|
$111 Million
0.02% of portfolio
|
Q2 2025
Added 5474.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,186,990
shares
|
$104 Million
3.96% of portfolio
|
Q3 2022
Added 13.06%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,176,012
shares
|
$103 Million
11.26% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,053,451
shares
|
$92.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
940,441
shares
|
$82.7 Million
0.04% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
858,900
shares
|
$75.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
715,192
shares
|
$62.9 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
674,075
shares
|
$59.2 Million
4.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
657,690
shares
|
$57.8 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
657,106
shares
|
$57.8 Million
0.0% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
598,287
shares
|
$52.6 Million
17.89% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
587,363
shares
|
$51.6 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
585,106
shares
|
$51.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.66%
|