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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,323
shares
|
$907,991
0.01% of portfolio
|
Q1 2025
Added 434.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,121
shares
|
$891,792
0.03% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,760
shares
|
$862,844
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,507
shares
|
$842,556
0.02% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,407
shares
|
$834,537
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
10,255
shares
|
$822,348
0.61% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,196
shares
|
$817,617
0.14% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
10,061
shares
|
$806,791
0.51% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
10,018
shares
|
$803,343
0.27% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,685
shares
|
$776,640
0.3% of portfolio
|
Q1 2025
Reduced 93.42%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,621
shares
|
$771,507
0.01% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
9,417
shares
|
$755,149
0.06% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
9,365
shares
|
$750,979
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
9,222
shares
|
$739,512
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,200
shares
|
$737,748
0.24% of portfolio
|
Q1 2024
Added 109.09%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,123
shares
|
$731,573
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,715
shares
|
$698,855
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
8,629
shares
|
$691,959
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
8,583
shares
|
$688,270
0.33% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
8,393
shares
|
$673,034
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
8,379
shares
|
$671,912
0.17% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,286
shares
|
$664,454
0.05% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,148
shares
|
$653,388
0.02% of portfolio
|
Q4 2024
Added 1067.34%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,000
shares
|
$641,520
0.47% of portfolio
|
Q2 2022
Reduced 55.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,794
shares
|
$625,000
0.02% of portfolio
|
Q1 2025
New holding
|