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 |
|---|---|---|---|---|---|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
2,760
shares
|
$248,924
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
2,670
shares
|
$240,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,662
shares
|
$240,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,598
shares
|
$234,313
0.01% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,564
shares
|
$231,247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,446
shares
|
$220,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,430
shares
|
$219,161
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,373
shares
|
$214,020
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
2,322
shares
|
$209,421
0.13% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
2,313
shares
|
$208,609
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,278
shares
|
$205,452
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
2,277
shares
|
$205,362
0.1% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
2,260
shares
|
$203,829
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,249
shares
|
$202,837
0.01% of portfolio
|
Q2 2025
Added 141.31%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,124
shares
|
$191,563
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,964
shares
|
$177,133
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,810
shares
|
$163,243
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,746
shares
|
$157,471
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,680
shares
|
$151,519
0.01% of portfolio
|
Q4 2022
Added 572.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,578
shares
|
$142,319
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,452
shares
|
$130,955
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,280
shares
|
$115,443
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,196
shares
|
$107,867
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,031
shares
|
$92,985
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
996
shares
|
$89,829
0.0% of portfolio
|
Q3 2025
Reduced 19.81%
|
|