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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
7,136
shares
|
$643,595
0.13% of portfolio
|
Q4 2025
Added 31.39%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
7,013
shares
|
$632,502
0.26% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
6,957
shares
|
$627,451
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
6,914
shares
|
$623,573
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,824
shares
|
$615,456
0.0% of portfolio
|
Q3 2025
Added 33.99%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
6,468
shares
|
$583,348
0.24% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
6,421
shares
|
$579,109
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
6,372
shares
|
$574,690
0.17% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,233
shares
|
$562,154
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6,177
shares
|
$557,103
0.02% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,170
shares
|
$556,472
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,100
shares
|
$550,159
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,082
shares
|
$548,535
0.28% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,969
shares
|
$538,344
0.18% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,854
shares
|
$527,972
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,723
shares
|
$516,157
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,602
shares
|
$505,244
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,423
shares
|
$489,100
0.12% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
5,213
shares
|
$470,160
0.05% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,095
shares
|
$459,518
0.0% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
5,049
shares
|
$455,369
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,018
shares
|
$452,573
0.11% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
4,949
shares
|
$446,350
0.05% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
4,840
shares
|
$436,519
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
4,676
shares
|
$421,728
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|