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 |
|---|---|---|---|---|---|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
73,249
shares
|
$5.87 Million
3.92% of portfolio
|
Q1 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
72,460
shares
|
$5.81 Million
4.01% of portfolio
|
Q1 2025
Added 244.72%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
72,244
shares
|
$5.79 Million
4.89% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
70,239
shares
|
$5.63 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
69,643
shares
|
$5.58 Million
3.44% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
69,302
shares
|
$5.56 Million
2.05% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
68,897
shares
|
$5.52 Million
2.67% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
66,714
shares
|
$5.35 Million
3.95% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
65,400
shares
|
$5.24 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
65,398
shares
|
$5.24 Million
2.87% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
65,189
shares
|
$5.23 Million
0.53% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
64,929
shares
|
$5.21 Million
2.31% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
64,568
shares
|
$5.18 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
64,237
shares
|
$5.15 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
64,158
shares
|
$5.14 Million
3.26% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
64,126
shares
|
$5.14 Million
2.9% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
60,623
shares
|
$4.86 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
60,014
shares
|
$4.81 Million
1.79% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
58,645
shares
|
$4.7 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$4.56 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
55,606
shares
|
$4.46 Million
1.79% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
55,362
shares
|
$4.44 Million
1.44% of portfolio
|
Q2 2025
Reduced 34.46%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
55,359
shares
|
$4.44 Million
3.5% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
55,333
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
54,971
shares
|
$4.41 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.02%
|