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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
570,294
shares
|
$51.4 Million
2.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
547,797
shares
|
$49.4 Million
5.81% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
546,876
shares
|
$49.3 Million
1.59% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
540,000
shares
|
$48.7 Million
0.01% of portfolio
|
Q3 2025
Added 101.17%
|
|
|
Divergent Planning, LLC
|
Jan 12, 2026 Q4 2025 |
529,894
shares
|
$47.8 Million
12.87% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
510,797
shares
|
$46.1 Million
5.54% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
492,822
shares
|
$44.4 Million
0.39% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
482,251
shares
|
$43.5 Million
3.7% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
456,705
shares
|
$41.2 Million
7.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
449,982
shares
|
$40.6 Million
1.14% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
448,149
shares
|
$40.4 Million
2.32% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
446,632
shares
|
$40.3 Million
0.93% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
439,978
shares
|
$39.7 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
402,737
shares
|
$36.3 Million
1.84% of portfolio
|
Q4 2025
Added 45.39%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
398,564
shares
|
$35.9 Million
4.34% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
398,320
shares
|
$35.9 Million
0.02% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
397,228
shares
|
$35.8 Million
0.17% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
384,914
shares
|
$34.7 Million
1.19% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
383,828
shares
|
$34.6 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
370,839
shares
|
$33.4 Million
4.13% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
340,007
shares
|
$30.7 Million
3.4% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
328,190
shares
|
$29.6 Million
0.03% of portfolio
|
Q3 2025
Added 778.57%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
327,976
shares
|
$29.6 Million
4.46% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
326,009
shares
|
$29.4 Million
0.04% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
322,363
shares
|
$29.1 Million
9.02% of portfolio
|
Q4 2025
Reduced 2.08%
|
|