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 |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,667
shares
|
$420,916
0.36% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
4,651
shares
|
$419,473
0.02% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,650
shares
|
$419,383
0.02% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
4,629
shares
|
$417,489
0.17% of portfolio
|
Q3 2025
Added 66.75%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,527
shares
|
$408,290
0.1% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
4,376
shares
|
$394,671
0.2% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
4,271
shares
|
$385,201
0.19% of portfolio
|
Q1 2024
Reduced 31.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,187
shares
|
$377,625
0.0% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
4,174
shares
|
$376,453
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,044
shares
|
$364,728
0.11% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$360,760
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,992
shares
|
$360,038
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,989
shares
|
$359,767
0.07% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$347,502
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,846
shares
|
$346,870
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,809
shares
|
$343,533
0.07% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,792
shares
|
$342,000
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,784
shares
|
$341,278
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
3,720
shares
|
$335,506
0.15% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,685
shares
|
$332,350
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,675
shares
|
$331,448
0.02% of portfolio
|
Q3 2025
Added 1463.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,659
shares
|
$330,005
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
3,633
shares
|
$327,660
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
3,605
shares
|
$325,134
0.27% of portfolio
|
Q4 2025
Reduced 7.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,585
shares
|
$323,331
0.0% of portfolio
|
Q4 2025
Reduced 3.0%
|
|