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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
319,218
shares
|
$28.8 Million
6.54% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
316,400
shares
|
$28.5 Million
4.55% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
299,193
shares
|
$27 Million
2.32% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
294,787
shares
|
$26.6 Million
4.23% of portfolio
|
Q4 2025
Added 96.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
285,856
shares
|
$25.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
271,921
shares
|
$24.5 Million
1.1% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
267,181
shares
|
$24.1 Million
2.37% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
262,390
shares
|
$23.7 Million
16.8% of portfolio
|
Q4 2025
Reduced 11.44%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
259,894
shares
|
$23.4 Million
9.99% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
259,856
shares
|
$23.4 Million
0.09% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
255,595
shares
|
$23.1 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
255,233
shares
|
$23 Million
1.51% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
253,573
shares
|
$22.9 Million
13.51% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
252,931
shares
|
$22.8 Million
9.08% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
240,705
shares
|
$21.7 Million
3.53% of portfolio
|
Q4 2025
Reduced 5.79%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
238,590
shares
|
$21.5 Million
4.17% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
238,149
shares
|
$21.5 Million
8.81% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
236,947
shares
|
$21.4 Million
6.06% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
231,659
shares
|
$20.9 Million
10.58% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
230,749
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Added 26.68%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
211,926
shares
|
$19.1 Million
2.88% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
211,654
shares
|
$19.1 Million
0.95% of portfolio
|
Q3 2022
Added 98.83%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
205,188
shares
|
$18.5 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
199,404
shares
|
$18 Million
1.06% of portfolio
|
Q4 2025
Reduced 20.92%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
195,394
shares
|
$17.6 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.63%
|
|