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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
100
shares
|
$9,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
89
shares
|
$8,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
85
shares
|
$7,666
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
82
shares
|
$7,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
80
shares
|
$7,215
0.0% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
59
shares
|
$5,321
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
57
shares
|
$5,140
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
53
shares
|
$4,780
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
48
shares
|
$4,329
0.0% of portfolio
|
Q3 2025
Reduced 46.07%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
44
shares
|
$3,968
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
43
shares
|
$3,878
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
42
shares
|
$3,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
36
shares
|
$3,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$3,156
0.0% of portfolio
|
Q2 2023
Added 600.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
34
shares
|
$3,066
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$2,705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
28
shares
|
$2,525
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$2,344
0.0% of portfolio
|
Q3 2025
Reduced 69.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
23
shares
|
$2,074
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9
shares
|
$811
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
9
shares
|
$811
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
6
shares
|
$541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
5
shares
|
$450
0.0% of portfolio
|
Q1 2025
New holding
|
|