Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
145K+ 96.22% |
$12.6M - $13.1M
|
295K
$26.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
126K+ 45.39% |
$11M - $11.4M
|
403K
$36.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
114K+ 15.99% |
$9.99M - $10.4M
|
829K
$74.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
102K+ 5.17% |
$8.93M - $9.3M
|
2.08M
$188M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
77.9KNew |
$6.81M - $7.08M
|
77.9K
$7.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 165.8% |
$5.92M - $6.16M
|
109K
$9.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
43.4KNew |
$3.79M - $3.94M
|
43.4K
$3.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30.7K+ 24.44% |
$2.68M - $2.79M
|
156K
$14.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
29.1KNew |
$2.54M - $2.65M
|
29.1K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27K+ 18.41% |
$2.36M - $2.46M
|
174K
$15.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
26.2K+ 26.62% |
$2.29M - $2.38M
|
124K
$11.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.8K+ 5.32% |
$2.08M - $2.16M
|
470K
$42.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
21.7KNew |
$1.9M - $1.97M
|
21.7K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.2K+ 110.81% |
$1.86M - $1.93M
|
40.4K
$3.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
19.4K+ 20.28% |
$1.7M - $1.77M
|
115K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
19.3K+ 71.69% |
$1.69M - $1.76M
|
46.3K
$4.17M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3K+ 4.07% |
$1.68M - $1.75M
|
493K
$44.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
19.1K+ 14.23% |
$1.67M - $1.73M
|
153K
$13.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.4K+ 3.1% |
$1.61M - $1.67M
|
612K
$55.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17.2K+ 34.97% |
$1.5M - $1.56M
|
66.3K
$5.98M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14.2K+ 12.8% |
$1.24M - $1.29M
|
125K
$11.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
12.6KNew |
$1.1M - $1.14M
|
12.6K
$1.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.3K+ 11.89% |
$1.07M - $1.11M
|
115K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
10.5K+ 30.05% |
$917K - $955K
|
45.4K
$4.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.4K+ 8.07% |
$734K - $764K
|
112K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.17K+ 9.97% |
$714K - $743K
|
90.1K
$8.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 5.62% |
$707K - $736K
|
152K
$13.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.52K+ 48.2% |
$657K - $684K
|
23.1K
$2.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 11.45% |
$623K - $648K
|
69.4K
$6.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.09K+ 8.68% |
$620K - $645K
|
88.7K
$8M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
6.57KNew |
$574K - $597K
|
6.57K
$592K
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.51K+ 64.41% |
$568K - $591K
|
16.6K
$1.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.82K+ 2.5% |
$509K - $529K
|
239K
$21.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.53K+ 10.05% |
$483K - $503K
|
60.6K
$5.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5.11K+ 23.08% |
$446K - $465K
|
27.3K
$2.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.63K+ 2.23% |
$405K - $421K
|
212K
$19.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.58K+ 10.42% |
$401K - $417K
|
48.6K
$4.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.33K+ 1.59% |
$378K - $394K
|
276K
$24.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.02% |
$334K - $347K
|
19.1K
$1.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.67K+ 4.68% |
$320K - $333K
|
82.1K
$7.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.44K+ 21.46% |
$300K - $312K
|
19.4K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.92K+ 17.21% |
$255K - $265K
|
19.9K
$1.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.83K+ 0.87% |
$247K - $257K
|
328K
$29.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.79K+ 30.2% |
$244K - $254K
|
12K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.77KNew |
$242K - $252K
|
2.77K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.71KNew |
$237K - $246K
|
2.71K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.4K+ 14.71% |
$210K - $218K
|
18.7K
$1.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.32K+ 23.07% |
$202K - $211K
|
12.4K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.31KNew |
$202K - $210K
|
2.31K
$209K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 1.07% |
$166K - $173K
|
180K
$16.2M
|
|