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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,157
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,821
shares
|
$1.52 Million
0.27% of portfolio
|
Q3 2025
Added 44.7%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
16,732
shares
|
$1.51 Million
0.58% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
16,305
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,270
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 134.17%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
15,984
shares
|
$1.44 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 16, 2026 Q4 2025 |
15,851
shares
|
$1.43 Million
1.39% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
15,830
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2025
Added 48.22%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
15,702
shares
|
$1.42 Million
0.88% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,696
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,673
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 409.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,601
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
15,512
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,375
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,375
shares
|
$1.39 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,232
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
14,844
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
14,754
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
14,703
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
14,528
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,384
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 424.39%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,035
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2023
Added 88.77%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
13,645
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
13,456
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
13,191
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2023
Reduced 5.24%
|
|