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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
127,218
shares
|
$11.2 Million
2.9% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
125,485
shares
|
$11 Million
3.98% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
123,431
shares
|
$10.8 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
120,620
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
117,624
shares
|
$10.3 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
115,495
shares
|
$10.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
114,987
shares
|
$10.1 Million
5.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
113,805
shares
|
$10 Million
2.99% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
113,381
shares
|
$9.97 Million
0.01% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
113,379
shares
|
$9.96 Million
2.46% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
111,403
shares
|
$9.79 Million
2.24% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
110,191
shares
|
$9.68 Million
0.1% of portfolio
|
Q2 2025
Reduced 88.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
109,147
shares
|
$9.59 Million
0.0% of portfolio
|
Q2 2025
Added 177.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$9.58 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
108,321
shares
|
$9.52 Million
0.0% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
108,154
shares
|
$9.51 Million
0.48% of portfolio
|
Q2 2025
Added 42.35%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
107,809
shares
|
$9.48 Million
0.38% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$9.44 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
105,110
shares
|
$9.24 Million
5.46% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
104,248
shares
|
$9.16 Million
0.97% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
103,791
shares
|
$9.12 Million
3.86% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
103,662
shares
|
$9.11 Million
1.44% of portfolio
|
Q2 2025
Added 103.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
103,323
shares
|
$9.08 Million
2.07% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
101,528
shares
|
$8.92 Million
3.27% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
100,731
shares
|
$8.85 Million
3.72% of portfolio
|
Q2 2025
Reduced 2.74%
|