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 186 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
175,287
shares
|
$9.88 Million
2.83% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 29, 2026 Q4 2025 |
160,205
shares
|
$9.03 Million
6.27% of portfolio
|
Q4 2025
Added 6.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
149,987
shares
|
$8.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Aprio Wealth Management, LLC
|
Jan 29, 2026 Q4 2025 |
129,664
shares
|
$7.31 Million
0.58% of portfolio
|
Q4 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
127,278
shares
|
$7.17 Million
1.17% of portfolio
|
Q4 2025
Added 9.61%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
122,716
shares
|
$6.91 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
122,524
shares
|
$6.9 Million
1.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
113,758
shares
|
$6.41 Million
0.21% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
94,825
shares
|
$5.34 Million
1.61% of portfolio
|
Q4 2025
Reduced 5.57%
|
|
|
Level Financial Advisors, Inc.
|
Jan 26, 2026 Q4 2025 |
85,082
shares
|
$4.79 Million
1.4% of portfolio
|
Q4 2025
Added 15.85%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
81,625
shares
|
$4.6 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
76,058
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
70,186
shares
|
$3.95 Million
2.86% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
69,287
shares
|
$3.9 Million
1.8% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 28, 2026 Q4 2025 |
66,008
shares
|
$3.72 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
63,245
shares
|
$3.56 Million
2.05% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
62,500
shares
|
$3.52 Million
1.17% of portfolio
|
Q4 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jan 29, 2026 Q4 2025 |
61,151
shares
|
$3.45 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
58,808
shares
|
$3.31 Million
1.49% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
55,902
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 221.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
54,126
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
52,621
shares
|
$2.96 Million
0.59% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
51,890
shares
|
$2.92 Million
0.22% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
51,065
shares
|
$2.88 Million
0.57% of portfolio
|
Q3 2025
Added 6.02%
|
|