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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
43,032
shares
|
$2.32 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
42,241
shares
|
$2.28 Million
0.6% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
40,765
shares
|
$2.2 Million
0.99% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,056
shares
|
$1.73 Million
0.81% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
31,105
shares
|
$1.68 Million
0.37% of portfolio
|
Q1 2024
Reduced 13.91%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
31,042
shares
|
$1.68 Million
0.73% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
30,607
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2022
Added 84.8%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
29,295
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2023
Added 8.32%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
29,050
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
29,036
shares
|
$1.57 Million
0.43% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
28,384
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
27,782
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
27,130
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 155.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
26,759
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 56.01%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
24,127
shares
|
$1.3 Million
0.43% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
24,009
shares
|
$1.3 Million
0.34% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
23,580
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
23,083
shares
|
$1.25 Million
0.78% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
22,286
shares
|
$1.2 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
21,828
shares
|
$1.18 Million
0.23% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
19,101
shares
|
$1.03 Million
0.68% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
18,714
shares
|
$1.01 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
18,628
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,411
shares
|
$939,497
0.0% of portfolio
|
Q1 2025
Added 84.99%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
16,751
shares
|
$903,883
0.3% of portfolio
|
Q1 2025
Added 1.83%
|