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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,157
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,019
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,414
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
16,170
shares
|
$1.42 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
16,102
shares
|
$1.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
15,830
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2025
Added 48.22%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
15,688
shares
|
$1.38 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
15,492
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.35 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,375
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
15,144
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 149.28%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
15,120
shares
|
$1.33 Million
0.55% of portfolio
|
Q2 2025
Added 112.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
15,106
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
15,006
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,880
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
14,671
shares
|
$1.29 Million
0.59% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
13,916
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 97.17%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,866
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
13,613
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.3%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
13,191
shares
|
$1.16 Million
0.62% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
13,163
shares
|
$1.16 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,059
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
12,756
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,272
shares
|
$1.08 Million
0.57% of portfolio
|
Q2 2025
Added 21.1%
|