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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
3,633
shares
|
$327,660
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
3,605
shares
|
$325,134
0.27% of portfolio
|
Q4 2025
Reduced 7.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,585
shares
|
$323,331
0.0% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,559
shares
|
$320,986
0.01% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,504
shares
|
$316,025
0.0% of portfolio
|
Q3 2025
Added 37.52%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,486
shares
|
$314,402
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
3,473
shares
|
$313,229
0.11% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
3,464
shares
|
$312,418
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,457
shares
|
$311,786
0.0% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,362
shares
|
$303,218
0.03% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,324
shares
|
$299,791
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,260
shares
|
$294,019
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
3,195
shares
|
$288,157
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
3,151
shares
|
$284,188
0.2% of portfolio
|
Q4 2025
Reduced 15.61%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,147
shares
|
$283,827
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,130
shares
|
$282,294
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,097
shares
|
$279,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
3,067
shares
|
$276,612
0.07% of portfolio
|
Q4 2025
Added 14.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,055
shares
|
$275,530
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
3,045
shares
|
$274,628
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
3,019
shares
|
$272,283
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,998
shares
|
$270,389
0.14% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,892
shares
|
$260,829
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,876
shares
|
$259,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,847
shares
|
$256,770
0.0% of portfolio
|
Q2 2025
New holding
|
|