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 553 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
13,645
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
13,492
shares
|
$1.22 Million
0.27% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
13,191
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
13,163
shares
|
$1.19 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
13,059
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
12,839
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
12,737
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Powerhouse Assets LLC
Lincoln, MA |
Jan 15, 2026 Q4 2025 |
12,586
shares
|
$1.14 Million
1.04% of portfolio
|
Q4 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,408
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2025
Added 45.53%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
12,359
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2025
Added 23.07%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,312
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
12,025
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2025
Added 30.2%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
11,980
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
11,925
shares
|
$1.08 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
11,844
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,628
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2023
Added 10.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
11,575
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
11,242
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,969
shares
|
$989,294
0.0% of portfolio
|
Q3 2025
Reduced 27.57%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
10,739
shares
|
$968,550
0.14% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
10,554
shares
|
$951,865
0.01% of portfolio
|
Q3 2025
Reduced 47.01%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
10,158
shares
|
$916,150
0.51% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,124
shares
|
$913,083
0.05% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
9,998
shares
|
$901,719
0.52% of portfolio
|
Q3 2025
Added 24.73%
|
|