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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
578,543
shares
|
$50.8 Million
1.05% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$50.1 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
540,154
shares
|
$47.5 Million
5.76% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
531,625
shares
|
$46.7 Million
12.74% of portfolio
|
Q2 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
518,512
shares
|
$45.6 Million
5.35% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
482,251
shares
|
$42.4 Million
3.7% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
473,118
shares
|
$41.6 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
463,992
shares
|
$40.8 Million
0.02% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
451,681
shares
|
$39.7 Million
7.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
448,149
shares
|
$39.4 Million
2.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
440,807
shares
|
$38.7 Million
2.94% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
422,074
shares
|
$37.1 Million
0.95% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
421,957
shares
|
$37.1 Million
1.1% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
410,296
shares
|
$36.1 Million
4.28% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
410,202
shares
|
$36.1 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
389,418
shares
|
$34.2 Million
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
388,265
shares
|
$34.1 Million
0.02% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
345,835
shares
|
$30.4 Million
3.74% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
340,110
shares
|
$29.9 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
330,653
shares
|
$29.1 Million
9.52% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
320,652
shares
|
$28.2 Million
4.27% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
303,109
shares
|
$26.6 Million
18.4% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
302,932
shares
|
$26.6 Million
6.36% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
302,162
shares
|
$26.6 Million
4.5% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
295,235
shares
|
$25.9 Million
2.22% of portfolio
|
Q3 2024
Added 7.04%
|