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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
110,511
shares
|
$9.97 Million
0.36% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,977
shares
|
$9.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
107,449
shares
|
$9.69 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
107,414
shares
|
$9.69 Million
0.75% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
107,058
shares
|
$9.66 Million
0.98% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
103,353
shares
|
$9.32 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
101,962
shares
|
$9.2 Million
3.32% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
101,938
shares
|
$9.19 Million
3.99% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
99,344
shares
|
$8.96 Million
3.8% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
98,809
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,924
shares
|
$8.83 Million
0.01% of portfolio
|
Q3 2024
Added 171.25%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
97,441
shares
|
$8.79 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
91,327
shares
|
$8.24 Million
3.73% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
89,872
shares
|
$8.11 Million
1.85% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
89,253
shares
|
$8.05 Million
3.38% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
88,086
shares
|
$7.94 Million
6.62% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
87,812
shares
|
$7.92 Million
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
87,155
shares
|
$7.86 Million
4.31% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
86,265
shares
|
$7.78 Million
0.84% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
85,385
shares
|
$7.7 Million
4.06% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
85,182
shares
|
$7.68 Million
1.65% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
85,063
shares
|
$7.67 Million
0.93% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
84,639
shares
|
$7.63 Million
0.02% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
84,128
shares
|
$7.59 Million
0.05% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
83,937
shares
|
$7.57 Million
0.68% of portfolio
|
Q4 2025
Reduced 3.62%
|
|