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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,510
shares
|
$968,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
12,699
shares
|
$910,010
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
12,160
shares
|
$871,385
0.08% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,409
shares
|
$745,908
0.0% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,367
shares
|
$742,899
0.02% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,026
shares
|
$718,463
0.0% of portfolio
|
Q2 2025
Added 54.7%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,595
shares
|
$687,577
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
9,309
shares
|
$667,082
0.07% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
9,021
shares
|
$646,444
0.05% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,656
shares
|
$476,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,070
shares
|
$434,976
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,840
shares
|
$418,494
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,710
shares
|
$409,178
0.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
5,529
shares
|
$396,208
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,514
shares
|
$395,133
0.01% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,481
shares
|
$392,768
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
5,300
shares
|
$379,798
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
4,947
shares
|
$354,502
0.21% of portfolio
|
Q2 2025
Added 102.75%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
4,890
shares
|
$350,417
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
4,773
shares
|
$342,033
0.19% of portfolio
|
Q3 2025
Added 724.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,747
shares
|
$340,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,235
shares
|
$303,480
0.05% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$299,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,073
shares
|
$291,871
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
3,624
shares
|
$259,695
0.14% of portfolio
|
Q2 2025
Added 1.68%
|