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 |
|---|---|---|---|---|---|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
3,480
shares
|
$249,376
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
3,396
shares
|
$243,357
0.05% of portfolio
|
Q2 2025
Reduced 48.82%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,390
shares
|
$242,927
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,049
shares
|
$218,491
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,030
shares
|
$217,129
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
2,800
shares
|
$200,648
0.1% of portfolio
|
Q2 2024
Reduced 20.45%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
2,494
shares
|
$178,720
0.06% of portfolio
|
Q2 2025
Added 64.95%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,266
shares
|
$162,381
0.06% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,787
shares
|
$128,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,460
shares
|
$104,623
0.06% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,373
shares
|
$98,389
0.03% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,007
shares
|
$72,161
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
661
shares
|
$47,367
0.0% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
472
shares
|
$33,823
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
263
shares
|
$18,846
0.01% of portfolio
|
Q2 2025
Added 13050.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
125
shares
|
$8,957
0.0% of portfolio
|
Q2 2025
Reduced 83.04%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
37
shares
|
$2,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|