Institutional Ownership American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,738,987
shares
|
$796 Million
1.47% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,591,513
shares
|
$730 Million
0.2% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,515,423
shares
|
$204 Million
9.88% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,056,415
shares
|
$61.2 Million
0.04% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
827,779
shares
|
$48 Million
10.21% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
617,070
shares
|
$35.8 Million
0.03% of portfolio
|
Q2 2025
Added 271.29%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
560,988
shares
|
$32.5 Million
6.31% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
468,157
shares
|
$27.1 Million
2.33% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
466,122
shares
|
$27 Million
0.2% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
458,814
shares
|
$26.6 Million
0.01% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
421,028
shares
|
$24.4 Million
0.96% of portfolio
|
Q2 2025
Added 111.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
349,401
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
280,924
shares
|
$16.3 Million
9.83% of portfolio
|
Q3 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
270,340
shares
|
$15.7 Million
1.14% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
261,073
shares
|
$15.1 Million
2.97% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
250,786
shares
|
$14.5 Million
1.03% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
215,168
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
197,605
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
194,578
shares
|
$11.3 Million
0.84% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$10.8 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,846
shares
|
$10.5 Million
0.16% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
177,086
shares
|
$10.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
176,665
shares
|
$10.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
171,518
shares
|
$9.94 Million
0.03% of portfolio
|
Q3 2025
Added 489951.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
154,814
shares
|
$8.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.96%
|