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 |
|---|---|---|---|---|---|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
2,531
shares
|
$202,960
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,317
shares
|
$185,800
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
2,260
shares
|
$181,229
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,952
shares
|
$156,530
0.0% of portfolio
|
Q1 2025
Added 193.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,856
shares
|
$148,832
0.01% of portfolio
|
Q1 2025
Reduced 93.59%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,810
shares
|
$145,143
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$134,719
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,611
shares
|
$129,186
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,610
shares
|
$129,105
0.01% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,582
shares
|
$126,860
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,578
shares
|
$126,539
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,419
shares
|
$113,789
0.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,085
shares
|
$87,006
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$80,190
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
971
shares
|
$77,864
0.0% of portfolio
|
Q1 2025
Reduced 56.54%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
967
shares
|
$77,543
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
932
shares
|
$74,737
0.01% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
856
shares
|
$68,642
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
777
shares
|
$62,307
0.0% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
758
shares
|
$60,784
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
719
shares
|
$57,656
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
657
shares
|
$52,684
0.0% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
623
shares
|
$49,958
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
601
shares
|
$48,194
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
588
shares
|
$47,151
0.01% of portfolio
|
Q1 2025
New holding
|