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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
431
shares
|
$38,871
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
380
shares
|
$34,272
0.01% of portfolio
|
Q2 2025
Added 117.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
378
shares
|
$34,091
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
360
shares
|
$32,468
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
326
shares
|
$29,401
0.0% of portfolio
|
Q2 2025
Added 61.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
302
shares
|
$27,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
300
shares
|
$27,057
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
285
shares
|
$25,704
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
260
shares
|
$23,449
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
250
shares
|
$22,547
0.0% of portfolio
|
Q3 2025
Added 4066.67%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
235
shares
|
$21,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
226
shares
|
$20,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
210
shares
|
$18,939
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
206
shares
|
$18,579
0.0% of portfolio
|
Q4 2025
Added 35.53%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
158
shares
|
$14,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
153
shares
|
$13,799
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
153
shares
|
$13,799
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$13,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
148
shares
|
$13,348
0.0% of portfolio
|
Q3 2025
Reduced 56.21%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
133
shares
|
$11,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
125
shares
|
$11,273
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
124
shares
|
$11,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
111
shares
|
$10,011
0.0% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
102
shares
|
$9,199
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,019
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|