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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
12,260
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
12,122
shares
|
$1.07 Million
0.25% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,057
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,942
shares
|
$1.05 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$1.02 Million
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,625
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Added 54.71%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,444
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,249
shares
|
$988,674
0.07% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
11,096
shares
|
$975,227
0.12% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$969,690
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
10,860
shares
|
$954,485
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
10,811
shares
|
$950,178
0.02% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,533
shares
|
$925,745
0.02% of portfolio
|
Q2 2025
Added 35.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,451
shares
|
$918,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,407
shares
|
$914,671
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
10,255
shares
|
$901,311
0.61% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,196
shares
|
$896,126
0.14% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
10,064
shares
|
$884,524
0.5% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
10,018
shares
|
$880,482
0.27% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
9,762
shares
|
$857,982
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
9,417
shares
|
$827,660
0.06% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
9,340
shares
|
$820,892
0.33% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,200
shares
|
$808,588
0.24% of portfolio
|
Q1 2024
Added 109.09%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,123
shares
|
$801,820
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
8,836
shares
|
$776,596
0.33% of portfolio
|
Q2 2025
Added 2.95%
|