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 |
|---|---|---|---|---|---|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
21,828
shares
|
$1.92 Million
1.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
21,455
shares
|
$1.89 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
21,441
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
21,377
shares
|
$1.88 Million
1.28% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
21,331
shares
|
$1.87 Million
0.27% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
21,205
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
20,832
shares
|
$1.83 Million
0.3% of portfolio
|
Q2 2025
Added 140.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
20,424
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Added 444.79%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,320
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
19,930
shares
|
$1.75 Million
0.62% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
19,918
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
19,671
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
19,654
shares
|
$1.73 Million
1.18% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,514
shares
|
$1.72 Million
0.24% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,368
shares
|
$1.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
19,331
shares
|
$1.7 Million
0.13% of portfolio
|
Q1 2025
Added 1071.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
19,024
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
18,938
shares
|
$1.66 Million
0.42% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,934
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
18,893
shares
|
$1.66 Million
0.98% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
18,684
shares
|
$1.64 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
17,902
shares
|
$1.57 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
17,514
shares
|
$1.54 Million
1.4% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
17,438
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,302
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 52.8%
|