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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
54,615
shares
|
$4.38 Million
3.32% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
53,133
shares
|
$4.26 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
52,712
shares
|
$4.23 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
52,542
shares
|
$4.21 Million
0.61% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
52,193
shares
|
$4.19 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
51,926
shares
|
$4.16 Million
1.29% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
51,877
shares
|
$4.16 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
51,775
shares
|
$4.15 Million
0.4% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
51,528
shares
|
$4.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
51,523
shares
|
$4.13 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
50,968
shares
|
$4.09 Million
0.52% of portfolio
|
Q1 2025
Added 241.43%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
50,641
shares
|
$4.06 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
50,201
shares
|
$4.03 Million
1.55% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
50,115
shares
|
$4.02 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
49,135
shares
|
$3.94 Million
1.49% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,001
shares
|
$3.69 Million
0.19% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,804
shares
|
$3.67 Million
0.99% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
43,705
shares
|
$3.5 Million
0.34% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
42,091
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
42,090
shares
|
$3.38 Million
0.72% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,243
shares
|
$3.31 Million
3.29% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
40,231
shares
|
$3.23 Million
1.85% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
39,846
shares
|
$3.2 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
39,613
shares
|
$3.18 Million
0.06% of portfolio
|
Q2 2025
Added 116.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
39,365
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 34.08%
|