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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
67,135
shares
|
$6.05 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
66,318
shares
|
$5.98 Million
2.06% of portfolio
|
Q4 2025
Added 34.97%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
66,222
shares
|
$5.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
65,420
shares
|
$5.9 Million
3.12% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
65,308
shares
|
$5.89 Million
0.65% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
64,661
shares
|
$5.83 Million
2.58% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
64,614
shares
|
$5.83 Million
2.55% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
64,571
shares
|
$5.82 Million
3.34% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
63,886
shares
|
$5.76 Million
4.94% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
63,230
shares
|
$5.7 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
61,699
shares
|
$5.56 Million
3.99% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
60,623
shares
|
$5.47 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
60,593
shares
|
$5.46 Million
5.39% of portfolio
|
Q4 2025
Added 10.05%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
60,074
shares
|
$5.42 Million
4.06% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
57,464
shares
|
$5.18 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
57,198
shares
|
$5.16 Million
3.86% of portfolio
|
Q4 2025
Reduced 3.3%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
56,964
shares
|
$5.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,877
shares
|
$5.13 Million
2.54% of portfolio
|
Q1 2023
Added 20.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
54,168
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,651
shares
|
$4.84 Million
1.09% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
53,576
shares
|
$4.83 Million
3.57% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
53,392
shares
|
$4.82 Million
1.37% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
53,297
shares
|
$4.81 Million
1.95% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
53,133
shares
|
$4.79 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|