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 156 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,627,209
shares
|
$667 Million
1.42% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,591,513
shares
|
$665 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
|
$186 Million
9.88% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
964,898
shares
|
$51 Million
0.04% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
827,779
shares
|
$43.7 Million
10.21% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
617,070
shares
|
$32.6 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
|
$29.6 Million
6.31% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
515,345
shares
|
$27.2 Million
0.0% of portfolio
|
Q1 2025
Added 29.92%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
468,157
shares
|
$24.7 Million
2.33% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
466,122
shares
|
$24.6 Million
0.2% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
422,203
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
421,028
shares
|
$22.2 Million
0.96% of portfolio
|
Q2 2025
Added 111.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
323,972
shares
|
$17.1 Million
0.01% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
268,275
shares
|
$14.2 Million
1.1% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
262,159
shares
|
$13.8 Million
2.88% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
243,716
shares
|
$12.9 Million
1.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
242,946
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
194,578
shares
|
$10.3 Million
0.84% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
194,290
shares
|
$10.3 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$9.81 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,846
shares
|
$9.61 Million
0.16% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
177,086
shares
|
$9.36 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
|
$9.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
164,538
shares
|
$8.69 Million
1.51% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
164,209
shares
|
$8.68 Million
1.17% of portfolio
|
Q1 2025
Added 119.43%
|