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 537 institutions that hold shares in the stock, with a total of 116 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 |
|---|---|---|---|---|---|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
83,405
shares
|
$7.52 Million
1.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
82,472
shares
|
$7.44 Million
4.85% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
81,973
shares
|
$7.39 Million
1.0% of portfolio
|
Q3 2025
Added 56.01%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
81,648
shares
|
$7.36 Million
3.89% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
81,166
shares
|
$7.32 Million
4.52% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
79,160
shares
|
$7.14 Million
0.47% of portfolio
|
Q3 2022
Added 57.29%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
78,404
shares
|
$7.07 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
77,279
shares
|
$6.97 Million
2.8% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
76,499
shares
|
$6.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
75,025
shares
|
$6.77 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
73,837
shares
|
$6.66 Million
1.63% of portfolio
|
Q3 2022
Added 20.59%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
73,646
shares
|
$6.64 Million
2.84% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
72,367
shares
|
$6.53 Million
1.82% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
71,883
shares
|
$6.48 Million
0.0% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
71,771
shares
|
$6.47 Million
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
71,747
shares
|
$6.47 Million
2.13% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
71,509
shares
|
$6.45 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
71,290
shares
|
$6.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
70,069
shares
|
$6.32 Million
0.02% of portfolio
|
Q3 2025
Added 95.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
69,973
shares
|
$6.31 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
68,948
shares
|
$6.22 Million
0.39% of portfolio
|
Q3 2025
Reduced 50.38%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
68,809
shares
|
$6.21 Million
2.1% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
67,742
shares
|
$6.11 Million
2.11% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
67,568
shares
|
$6.09 Million
3.04% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
67,526
shares
|
$6.09 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.24%
|
|