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 |
---|---|---|---|---|---|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
601
shares
|
$52,821
0.03% of portfolio
|
Q2 2025
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
554
shares
|
$48,691
0.01% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
533
shares
|
$46,845
0.0% of portfolio
|
Q2 2025
Added 255.33%
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
521
shares
|
$45,790
0.01% of portfolio
|
Q4 2022
New holding
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
520
shares
|
$45,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
502
shares
|
$44,120
0.04% of portfolio
|
Q2 2025
Added 5.98%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
486
shares
|
$42,714
0.0% of portfolio
|
Q2 2025
Added 1925.0%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
431
shares
|
$37,880
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
410
shares
|
$36,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
380
shares
|
$33,398
0.01% of portfolio
|
Q2 2025
Added 117.14%
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
360
shares
|
$31,640
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
338
shares
|
$29,706
0.0% of portfolio
|
Q2 2025
Reduced 65.19%
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
326
shares
|
$28,652
0.0% of portfolio
|
Q2 2025
Added 61.39%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
302
shares
|
$26,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
300
shares
|
$26,367
0.02% of portfolio
|
Q2 2025
New holding
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
300
shares
|
$26,367
0.02% of portfolio
|
Q4 2024
New holding
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
281
shares
|
$24,697
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
235
shares
|
$20,654
0.0% of portfolio
|
Q1 2025
Added 161.11%
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
228
shares
|
$20,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
210
shares
|
$18,456
0.01% of portfolio
|
Q2 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
187
shares
|
$16,435
0.0% of portfolio
|
Q1 2024
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
162
shares
|
$14,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
159
shares
|
$13,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$13,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$13,886
0.01% of portfolio
|
Q2 2025
New holding
|