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 472 institutions that hold shares in the stock, with a total of 91.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,590
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
15,566
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.23 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
15,176
shares
|
$1.22 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
14,940
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
14,736
shares
|
$1.18 Million
0.21% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
14,710
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
14,535
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 336.36%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
13,916
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 217.5%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,866
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,647
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
13,593
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,571
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Added 182.49%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
13,318
shares
|
$1.07 Million
1.09% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
13,259
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
13,191
shares
|
$1.06 Million
0.62% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
13,163
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,272
shares
|
$984,091
0.57% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
12,260
shares
|
$983,129
0.16% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
12,100
shares
|
$970,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,057
shares
|
$966,850
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
11,762
shares
|
$943,194
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$932,449
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,625
shares
|
$932,208
0.2% of portfolio
|
Q1 2025
Added 54.71%
|