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 |
|---|---|---|---|---|---|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
7,690
shares
|
$616,661
0.62% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,665
shares
|
$614,656
0.0% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,342
shares
|
$588,754
0.07% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
7,123
shares
|
$571,193
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
7,022
shares
|
$563,094
0.18% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
6,505
shares
|
$521,635
0.18% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,436
shares
|
$516,102
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
6,432
shares
|
$515,782
0.19% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,421
shares
|
$514,899
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
6,355
shares
|
$509,607
0.23% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,345
shares
|
$508,805
0.01% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,238
shares
|
$500,225
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
6,186
shares
|
$496,055
0.1% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,170
shares
|
$494,772
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,100
shares
|
$489,159
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,075
shares
|
$487,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,755
shares
|
$461,493
0.25% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,723
shares
|
$458,927
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
5,486
shares
|
$439,922
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,423
shares
|
$434,870
0.12% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,363
shares
|
$430,058
0.0% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
5,228
shares
|
$419,233
0.05% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
5,218
shares
|
$418,431
0.17% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
5,016
shares
|
$402,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$400,950
0.11% of portfolio
|
Q2 2025
New holding
|