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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,376
shares
|
$384,606
0.0% of portfolio
|
Q2 2025
Added 1532.84%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
4,376
shares
|
$384,606
0.2% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
4,271
shares
|
$375,378
0.19% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
4,219
shares
|
$370,807
0.26% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
4,174
shares
|
$366,852
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,049
shares
|
$355,866
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$351,560
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,974
shares
|
$349,274
0.01% of portfolio
|
Q2 2025
Added 112.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,909
shares
|
$343,562
0.05% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
3,885
shares
|
$341,452
0.26% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,857
shares
|
$338,991
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$338,640
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,829
shares
|
$336,530
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,803
shares
|
$334,245
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,784
shares
|
$332,575
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
3,720
shares
|
$326,950
0.15% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,714
shares
|
$326,423
0.03% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$323,874
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,670
shares
|
$322,556
0.0% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,619
shares
|
$318,073
0.2% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,566
shares
|
$313,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
3,551
shares
|
$312,097
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
3,486
shares
|
$306,384
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
3,464
shares
|
$304,450
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
3,401
shares
|
$298,913
0.01% of portfolio
|
Q2 2025
New holding
|