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 |
|---|---|---|---|---|---|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
3,744
shares
|
$300,231
0.19% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,715
shares
|
$297,905
0.05% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,685
shares
|
$295,500
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,591
shares
|
$287,962
0.19% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,491
shares
|
$279,943
0.02% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,486
shares
|
$279,542
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,464
shares
|
$277,778
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,270
shares
|
$262,221
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
3,195
shares
|
$256,207
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,139
shares
|
$251,716
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,123
shares
|
$250,433
0.02% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
3,116
shares
|
$249,872
0.16% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,093
shares
|
$248,027
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,060
shares
|
$245,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,045
shares
|
$244,178
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,003
shares
|
$240,810
0.03% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,999
shares
|
$240,489
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
2,899
shares
|
$232,470
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
2,815
shares
|
$225,734
0.02% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,810
shares
|
$225,333
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,803
shares
|
$224,772
0.01% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,776
shares
|
$222,607
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
2,760
shares
|
$221,324
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
2,670
shares
|
$214,107
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,548
shares
|
$204,324
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|