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 153 institutions that hold shares in the stock, with a total of 24.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
26,447
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
26,074
shares
|
$1.44 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,855
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
24,408
shares
|
$1.35 Million
0.28% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
23,973
shares
|
$1.32 Million
0.37% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,118
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
22,976
shares
|
$1.27 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
22,630
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
22,286
shares
|
$1.23 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
21,736
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
20,046
shares
|
$1.11 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
19,418
shares
|
$1.07 Million
0.25% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
18,840
shares
|
$1.04 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
18,451
shares
|
$1.02 Million
0.18% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,286
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,565
shares
|
$969,588
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,563
shares
|
$969,477
0.38% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,152
shares
|
$946,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
16,696
shares
|
$921,619
0.51% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,450
shares
|
$908,040
0.35% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,437
shares
|
$907,322
0.03% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,562
shares
|
$859,022
0.0% of portfolio
|
Q4 2024
Added 53.73%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
15,385
shares
|
$849,252
0.34% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
14,958
shares
|
$825,681
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,610
shares
|
$806,472
0.47% of portfolio
|
Q4 2023
New holding
|