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 |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,243
shares
|
$3.62 Million
3.29% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
40,838
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
40,796
shares
|
$3.59 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
40,579
shares
|
$3.57 Million
3.36% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
40,579
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,219
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
39,964
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
39,904
shares
|
$3.51 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
39,613
shares
|
$3.48 Million
0.06% of portfolio
|
Q2 2025
Added 116.82%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
39,026
shares
|
$3.43 Million
0.64% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
38,629
shares
|
$3.4 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
38,164
shares
|
$3.35 Million
0.38% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,969
shares
|
$3.34 Million
0.05% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
37,377
shares
|
$3.29 Million
1.89% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,355
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
36,907
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
36,767
shares
|
$3.23 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,932
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$3.14 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
35,106
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
34,483
shares
|
$3.03 Million
0.33% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
33,817
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 67.58%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
33,443
shares
|
$2.94 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
33,155
shares
|
$2.91 Million
0.69% of portfolio
|
Q2 2025
Added 7.86%
|