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 52 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 $88.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,221
shares
|
$373,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
6,110
shares
|
$367,088
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,755
shares
|
$345,760
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
5,611
shares
|
$337,108
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,252
shares
|
$315,540
0.0% of portfolio
|
Q1 2025
Reduced 77.25%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
5,140
shares
|
$308,811
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,727
shares
|
$283,998
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,560
shares
|
$273,964
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,482
shares
|
$269,278
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
3,981
shares
|
$239,178
0.02% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,783
shares
|
$227,282
0.02% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,581
shares
|
$215,146
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,454
shares
|
$207,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,180
shares
|
$191,054
0.05% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2,938
shares
|
$176,515
0.06% of portfolio
|
Q1 2025
Added 77.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,493
shares
|
$149,779
0.08% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,116
shares
|
$67,049
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
922
shares
|
$55,393
0.0% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$42,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
654
shares
|
$39,292
0.01% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
499
shares
|
$29,979
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
432
shares
|
$25,954
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
149
shares
|
$8,951
0.01% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49
shares
|
$2,943
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11
shares
|
$660
0.0% of portfolio
|
Q1 2025
New holding
|