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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
30,575
shares
|
$2.76 Million
0.73% of portfolio
|
Q4 2025
Reduced 48.9%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
30,149
shares
|
$2.72 Million
1.63% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
30,109
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
29,859
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
29,571
shares
|
$2.67 Million
0.65% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
28,588
shares
|
$2.58 Million
1.61% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
27,668
shares
|
$2.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
27,342
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
26,956
shares
|
$2.43 Million
1.83% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
26,418
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,375
shares
|
$2.29 Million
0.13% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,258
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
24,695
shares
|
$2.23 Million
1.41% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
24,649
shares
|
$2.22 Million
0.68% of portfolio
|
Q4 2025
Reduced 2.92%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
23,339
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
23,319
shares
|
$2.1 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
23,108
shares
|
$2.08 Million
1.31% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22,677
shares
|
$2.05 Million
1.06% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
22,584
shares
|
$2.04 Million
0.52% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
22,357
shares
|
$2.02 Million
1.39% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
22,356
shares
|
$2.02 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,218
shares
|
$2 Million
1.7% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
22,141
shares
|
$2 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
22,017
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
21,816
shares
|
$1.97 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|