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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
151,161
shares
|
$13.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
145,073
shares
|
$13.1 Million
3.56% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
142,325
shares
|
$12.8 Million
4.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
141,669
shares
|
$12.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
135,375
shares
|
$12.2 Million
0.43% of portfolio
|
Q3 2025
Added 22165.63%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
134,701
shares
|
$12.1 Million
2.82% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
133,950
shares
|
$12.1 Million
6.56% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
133,528
shares
|
$12 Million
5.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
132,561
shares
|
$12 Million
1.96% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
130,377
shares
|
$11.8 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
130,212
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
127,276
shares
|
$11.5 Million
3.46% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
126,677
shares
|
$11.4 Million
1.11% of portfolio
|
Q3 2025
Added 137.42%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
125,460
shares
|
$11.3 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
124,409
shares
|
$11.2 Million
0.18% of portfolio
|
Q4 2025
Added 26.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
119,257
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
118,242
shares
|
$10.7 Million
4.0% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
116,056
shares
|
$10.5 Million
2.56% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
115,414
shares
|
$10.4 Million
2.71% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
115,225
shares
|
$10.4 Million
3.82% of portfolio
|
Q4 2025
Added 20.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
114,151
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 39.02%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
112,892
shares
|
$10.2 Million
5.51% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
112,478
shares
|
$10.1 Million
0.86% of portfolio
|
Q4 2025
Added 8.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
112,017
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
111,184
shares
|
$10 Million
2.23% of portfolio
|
Q3 2025
Added 7.61%
|
|