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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
21,728
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
21,477
shares
|
$1.94 Million
0.57% of portfolio
|
Q4 2025
Reduced 49.28%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
21,351
shares
|
$1.93 Million
0.68% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
20,855
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
20,797
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
20,747
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
20,719
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
20,377
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
20,346
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
20,324
shares
|
$1.83 Million
0.82% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
19,935
shares
|
$1.8 Million
0.44% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
19,857
shares
|
$1.79 Million
0.04% of portfolio
|
Q4 2025
Added 17.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,771
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
19,585
shares
|
$1.77 Million
0.11% of portfolio
|
Q4 2025
Reduced 9.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
19,447
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2025
Added 21.46%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
19,229
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
19,174
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
19,137
shares
|
$1.73 Million
0.56% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
19,130
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
19,089
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2025
Added 25.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
18,841
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
18,589
shares
|
$1.68 Million
0.89% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
18,533
shares
|
$1.67 Million
0.69% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
18,513
shares
|
$1.67 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
17,438
shares
|
$1.57 Million
0.28% of portfolio
|
Q2 2025
Added 0.57%
|
|