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 543 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 $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
38,547
shares
|
$3.48 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
38,013
shares
|
$3.43 Million
0.05% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,865
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
37,736
shares
|
$3.4 Million
0.73% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,630
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
37,591
shares
|
$3.39 Million
0.94% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
37,377
shares
|
$3.37 Million
1.89% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
36,711
shares
|
$3.31 Million
0.16% of portfolio
|
Q3 2025
Added 933.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
36,615
shares
|
$3.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
36,435
shares
|
$3.29 Million
0.37% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,147
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
35,782
shares
|
$3.23 Million
0.54% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
35,244
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
35,106
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
34,609
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
32,917
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
32,826
shares
|
$2.96 Million
1.33% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
32,689
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
32,678
shares
|
$2.95 Million
0.32% of portfolio
|
Q4 2025
Reduced 12.89%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,440
shares
|
$2.93 Million
1.52% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
31,055
shares
|
$2.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,035
shares
|
$2.8 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
30,785
shares
|
$2.78 Million
2.11% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
30,733
shares
|
$2.77 Million
0.54% of portfolio
|
Q4 2025
Reduced 4.52%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
30,604
shares
|
$2.76 Million
0.16% of portfolio
|
Q3 2025
Added 1.05%
|
|