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 |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,100
shares
|
$536,129
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,002
shares
|
$527,515
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
5,773
shares
|
$507,388
0.2% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,755
shares
|
$505,806
0.25% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,723
shares
|
$502,994
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
5,486
shares
|
$482,164
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,463
shares
|
$480,143
0.0% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,423
shares
|
$476,627
0.12% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,363
shares
|
$471,354
0.0% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5,221
shares
|
$458,873
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,093
shares
|
$447,623
0.0% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
5,018
shares
|
$441,032
0.15% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,002
shares
|
$439,625
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$439,450
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
4,954
shares
|
$435,407
0.27% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,937
shares
|
$433,912
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,906
shares
|
$431,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,840
shares
|
$425,387
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,750
shares
|
$417,477
0.12% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,676
shares
|
$410,973
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,667
shares
|
$410,182
0.34% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
4,651
shares
|
$408,776
0.02% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$397,878
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,478
shares
|
$393,571
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,425
shares
|
$388,913
0.04% of portfolio
|
Q2 2025
Added 5.16%
|