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 |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
125,485
shares
|
$10.1 Million
3.98% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
124,998
shares
|
$10 Million
2.86% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
119,266
shares
|
$9.56 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
115,495
shares
|
$9.26 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
115,118
shares
|
$9.23 Million
5.2% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
113,415
shares
|
$9.09 Million
3.0% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
113,379
shares
|
$9.09 Million
2.46% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
112,858
shares
|
$9.05 Million
0.01% of portfolio
|
Q1 2025
Added 64.77%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
109,642
shares
|
$8.79 Million
0.04% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,269
shares
|
$8.76 Million
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$8.74 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
107,809
shares
|
$8.65 Million
0.38% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$8.61 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
106,406
shares
|
$8.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
104,307
shares
|
$8.36 Million
0.05% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
104,171
shares
|
$8.35 Million
2.66% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
103,791
shares
|
$8.32 Million
3.86% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
103,719
shares
|
$8.32 Million
0.92% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
100,731
shares
|
$8.08 Million
3.72% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
99,252
shares
|
$7.96 Million
3.23% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
94,836
shares
|
$7.6 Million
0.71% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
94,382
shares
|
$7.57 Million
3.72% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
93,670
shares
|
$7.51 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
92,104
shares
|
$7.39 Million
3.24% of portfolio
|
Q1 2025
Added 1.19%
|