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 44 institutions that hold shares in the stock, with a total of 800,365 shares, which have been reported (via 13F filing form) to have a value of $40.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,602
shares
|
$286,150
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
5,127
shares
|
$261,887
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,963
shares
|
$253,510
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,513
shares
|
$230,524
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,482
shares
|
$228,940
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
4,176
shares
|
$213,310
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,096
shares
|
$209,223
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,041
shares
|
$206,414
0.02% of portfolio
|
Q4 2024
Added 44.27%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,495
shares
|
$127,444
0.04% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,493
shares
|
$127,342
0.08% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,652
shares
|
$84,384
0.03% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,156
shares
|
$59,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,124
shares
|
$57,413
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
700
shares
|
$35,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
634
shares
|
$32,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
494
shares
|
$25,233
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
432
shares
|
$22,066
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
149
shares
|
$7,610
0.01% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|