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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,287
shares
|
$288,894
0.0% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,270
shares
|
$287,400
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
3,195
shares
|
$280,808
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,123
shares
|
$274,480
0.02% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
3,118
shares
|
$274,041
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,093
shares
|
$271,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,075
shares
|
$270,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,055
shares
|
$268,503
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,045
shares
|
$267,625
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,999
shares
|
$263,582
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,913
shares
|
$256,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
2,899
shares
|
$254,793
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,847
shares
|
$250,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,837
shares
|
$249,343
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
2,815
shares
|
$247,410
0.02% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,810
shares
|
$246,970
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,779
shares
|
$244,246
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,776
shares
|
$243,982
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
2,760
shares
|
$242,576
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,743
shares
|
$241,082
0.0% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
2,692
shares
|
$236,599
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
2,692
shares
|
$236,599
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
2,670
shares
|
$234,666
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,662
shares
|
$233,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,596
shares
|
$228,162
0.01% of portfolio
|
Q2 2025
New holding
|