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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
933
shares
|
$84,147
0.01% of portfolio
|
Q3 2025
Added 68.41%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
899
shares
|
$81,080
0.0% of portfolio
|
Q3 2025
Added 44.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
898
shares
|
$80,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
856
shares
|
$77,202
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
781
shares
|
$70,438
0.01% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
780
shares
|
$70,348
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
742
shares
|
$66,920
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
719
shares
|
$64,846
0.0% of portfolio
|
Q4 2024
Reduced 89.9%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
712
shares
|
$64,215
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
681
shares
|
$61,419
0.0% of portfolio
|
Q3 2025
Added 27.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
623
shares
|
$56,188
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
601
shares
|
$54,204
0.0% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
553
shares
|
$49,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
521
shares
|
$46,988
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
518
shares
|
$46,718
0.04% of portfolio
|
Q3 2025
Added 84.34%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$45,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
486
shares
|
$43,832
0.0% of portfolio
|
Q2 2025
Added 1925.0%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
462
shares
|
$41,667
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
431
shares
|
$38,871
0.02% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
380
shares
|
$34,272
0.01% of portfolio
|
Q2 2025
Added 117.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
378
shares
|
$34,091
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
360
shares
|
$32,468
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
326
shares
|
$29,401
0.0% of portfolio
|
Q2 2025
Added 61.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
302
shares
|
$27,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
300
shares
|
$27,057
0.02% of portfolio
|
Q4 2024
New holding
|
|