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 155 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
139,517
shares
|
$7.53 Million
6.26% of portfolio
|
Q2 2025
Added 9.49%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
123,283
shares
|
$6.65 Million
1.59% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
122,148
shares
|
$6.59 Million
1.09% of portfolio
|
Q2 2025
Added 316.05%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
121,059
shares
|
$6.53 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
105,753
shares
|
$5.71 Million
1.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
100,852
shares
|
$5.44 Million
0.08% of portfolio
|
Q1 2025
Added 13.25%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
100,376
shares
|
$5.42 Million
1.68% of portfolio
|
Q2 2025
Added 2.81%
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
66,326
shares
|
$3.58 Million
1.15% of portfolio
|
Q2 2025
Added 8.96%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
64,363
shares
|
$3.47 Million
1.69% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
64,202
shares
|
$3.46 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,114
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
62,500
shares
|
$3.37 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,420
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
62,118
shares
|
$3.35 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,250
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 19.33%
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
58,644
shares
|
$3.16 Million
2.06% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
58,249
shares
|
$3.14 Million
0.1% of portfolio
|
Q1 2025
Added 5.2%
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
55,103
shares
|
$2.97 Million
0.08% of portfolio
|
Q1 2025
Added 435.81%
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
54,297
shares
|
$2.93 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
51,608
shares
|
$2.78 Million
0.2% of portfolio
|
Q2 2025
Added 7.7%
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
47,601
shares
|
$2.57 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
45,745
shares
|
$2.47 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
44,416
shares
|
$2.4 Million
0.05% of portfolio
|
Q2 2025
Added 21.62%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,739
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 3.13%
|