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 56 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $95.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
7,683
shares
|
$492,557
0.28% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
7,547
shares
|
$483,838
0.27% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
7,009
shares
|
$449,346
0.15% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,691
shares
|
$428,960
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,672
shares
|
$427,741
0.01% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
6,110
shares
|
$391,712
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,755
shares
|
$368,953
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
5,611
shares
|
$359,721
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,743
shares
|
$304,073
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,510
shares
|
$289,136
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,358
shares
|
$279,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
4,204
shares
|
$269,518
0.11% of portfolio
|
Q2 2025
Added 46611.11%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
4,038
shares
|
$258,876
0.08% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$247,785
0.0% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
3,844
shares
|
$246,438
0.02% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,783
shares
|
$242,528
0.02% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,680
shares
|
$235,924
0.06% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,555
shares
|
$227,911
0.05% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,454
shares
|
$221,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2,697
shares
|
$172,904
0.06% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,493
shares
|
$159,826
0.08% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,501
shares
|
$96,229
0.05% of portfolio
|
Q3 2025
Added 907.38%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,365
shares
|
$87,510
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,145
shares
|
$73,405
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
922
shares
|
$59,109
0.0% of portfolio
|
Q1 2025
Added 45.43%
|