Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
411,718
shares
|
$24.9 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
223,750
shares
|
$13.5 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
136,736
shares
|
$8.27 Million
0.76% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
120,827
shares
|
$7.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
82,508
shares
|
$4.99 Million
2.69% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
53,968
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,529
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 40.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
40,275
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
32,229
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,427
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
22,679
shares
|
$1.37 Million
0.24% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,678
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 312.76%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
20,480
shares
|
$1.24 Million
0.39% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
14,560
shares
|
$880,297
0.03% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
14,027
shares
|
$848,072
0.56% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,011
shares
|
$847,105
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10,980
shares
|
$663,850
0.05% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$648,675
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,416
shares
|
$629,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,377
shares
|
$627,393
0.0% of portfolio
|
Q2 2025
Added 127.57%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
9,661
shares
|
$584,104
0.1% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
8,970
shares
|
$542,326
0.23% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,613
shares
|
$520,741
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,432
shares
|
$509,798
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
8,162
shares
|
$493,474
0.0% of portfolio
|
Q2 2025
Reduced 8.6%
|