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 $95.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
700
shares
|
$44,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
654
shares
|
$41,927
0.01% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
504
shares
|
$32,311
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
437
shares
|
$28,016
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13
shares
|
$833
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|