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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
283,055
shares
|
$22.7 Million
6.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
265,237
shares
|
$21.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 81.14%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
263,827
shares
|
$21.2 Million
13.78% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
261,061
shares
|
$20.9 Million
3.8% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
259,646
shares
|
$20.8 Million
2.31% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
258,579
shares
|
$20.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
252,608
shares
|
$20.3 Million
1.42% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
245,701
shares
|
$19.7 Million
9.35% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
237,339
shares
|
$19 Million
8.16% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
232,271
shares
|
$18.6 Million
8.16% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
230,775
shares
|
$18.5 Million
10.46% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
216,244
shares
|
$17.3 Million
5.13% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
213,170
shares
|
$17.1 Million
3.59% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$17 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
209,508
shares
|
$16.8 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
209,108
shares
|
$16.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
204,299
shares
|
$16.4 Million
3.48% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
200,025
shares
|
$16 Million
1.65% of portfolio
|
Q1 2025
Added 38.06%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
189,113
shares
|
$15.2 Million
4.75% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
182,967
shares
|
$14.7 Million
5.97% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
182,237
shares
|
$14.6 Million
4.37% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
181,185
shares
|
$14.5 Million
2.01% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
179,334
shares
|
$14.4 Million
0.07% of portfolio
|
Q2 2023
Reduced 66.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
177,607
shares
|
$14.2 Million
5.19% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
175,860
shares
|
$14.1 Million
0.49% of portfolio
|
Q1 2025
Added 1.97%
|