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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,564
shares
|
$225,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,548
shares
|
$223,943
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
2,531
shares
|
$222,449
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
2,260
shares
|
$198,631
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,249
shares
|
$197,664
0.01% of portfolio
|
Q2 2025
Added 141.31%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,967
shares
|
$172,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,952
shares
|
$171,561
0.0% of portfolio
|
Q1 2025
Added 193.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,810
shares
|
$159,080
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$147,655
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,582
shares
|
$139,041
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,578
shares
|
$138,690
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,514
shares
|
$133,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,419
shares
|
$124,715
0.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,267
shares
|
$111,356
0.0% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,242
shares
|
$109,159
0.0% of portfolio
|
Q2 2025
Reduced 95.27%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
920
shares
|
$80,858
0.05% of portfolio
|
Q2 2025
Added 305.29%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
856
shares
|
$75,233
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
826
shares
|
$72,597
0.0% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
781
shares
|
$68,642
0.01% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
719
shares
|
$63,192
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
712
shares
|
$62,577
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
623
shares
|
$54,755
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
622
shares
|
$54,667
0.0% of portfolio
|
Q2 2025
Added 35.22%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
608
shares
|
$53,437
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
601
shares
|
$52,821
0.04% of portfolio
|
Q2 2025
New holding
|