Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
660,004
shares
|
$45.5 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
216,488
shares
|
$14.9 Million
1.38% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
188,948
shares
|
$13 Million
7.3% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
168,608
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
88,884
shares
|
$6.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,364
shares
|
$4.71 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$4.61 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
58,689
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
55,609
shares
|
$3.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,647
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
52,288
shares
|
$3.61 Million
1.96% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
31,325
shares
|
$2.16 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
26,496
shares
|
$1.83 Million
1.09% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
26,228
shares
|
$1.81 Million
0.77% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
24,879
shares
|
$1.72 Million
1.14% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
23,414
shares
|
$1.61 Million
0.51% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
21,461
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
20,694
shares
|
$1.43 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,471
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
17,010
shares
|
$1.17 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
15,998
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,293
shares
|
$985,645
0.0% of portfolio
|
Q2 2025
Added 108.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
13,654
shares
|
$941,579
0.17% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
13,072
shares
|
$901,445
0.56% of portfolio
|
Q2 2025
Added 27.35%
|