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 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
660,004
shares
|
$47.3 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
216,488
shares
|
$15.5 Million
1.38% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
207,501
shares
|
$14.9 Million
8.36% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
141,570
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,364
shares
|
$4.9 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
|
$4.79 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,174
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
55,170
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
52,288
shares
|
$3.75 Million
1.96% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
47,127
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
32,867
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 483.78%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
31,325
shares
|
$2.24 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30,234
shares
|
$2.17 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
26,770
shares
|
$1.92 Million
1.11% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
26,509
shares
|
$1.9 Million
0.55% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
26,228
shares
|
$1.88 Million
0.77% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
24,879
shares
|
$1.78 Million
1.14% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,076
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
20,694
shares
|
$1.48 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
17,010
shares
|
$1.22 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
15,998
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,293
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 108.23%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
13,751
shares
|
$985,396
0.56% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
13,654
shares
|
$978,445
0.17% of portfolio
|
Q2 2025
Added 14.84%
|