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 468 institutions that hold shares in the stock, with a total of 91.1 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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
578,543
shares
|
$46.4 Million
1.05% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
572,501
shares
|
$45.9 Million
5.48% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$45.7 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
526,664
shares
|
$42.2 Million
5.59% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
500,978
shares
|
$40.2 Million
3.65% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
473,118
shares
|
$37.9 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
452,957
shares
|
$36.3 Million
6.55% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
448,497
shares
|
$36 Million
0.0% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
448,149
shares
|
$35.9 Million
2.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
438,265
shares
|
$35.1 Million
2.78% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
422,074
shares
|
$33.8 Million
0.95% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
421,957
shares
|
$33.8 Million
1.1% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
411,938
shares
|
$33 Million
0.01% of portfolio
|
Q1 2025
Added 71.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
410,296
shares
|
$32.9 Million
4.28% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
389,116
shares
|
$31.2 Million
0.15% of portfolio
|
Q1 2025
Added 9012.79%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
373,947
shares
|
$30 Million
3.86% of portfolio
|
Q1 2025
Added 412.45%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
346,515
shares
|
$27.8 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
330,653
shares
|
$26.5 Million
9.52% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
320,652
shares
|
$25.7 Million
4.27% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
305,755
shares
|
$24.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
303,109
shares
|
$24.3 Million
18.4% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
302,579
shares
|
$24.3 Million
1.37% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
300,000
shares
|
$24.1 Million
0.01% of portfolio
|
Q1 2025
Added 85.29%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
295,235
shares
|
$23.7 Million
2.22% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
292,061
shares
|
$23.4 Million
4.43% of portfolio
|
Q1 2025
Added 2.17%
|