Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.2KNew |
$1.47M - $1.89M
|
32.2K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 17.37% |
$922K - $1.19M
|
137K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 312.76% |
$748K - $963K
|
21.7K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 40.52% |
$690K - $888K
|
52.5K
$3.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
11.9K+ 16.85% |
$542K - $697K
|
82.5K
$5.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4KNew |
$475K - $611K
|
10.4K
$673K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.43KNew |
$384K - $494K
|
8.43K
$545K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.82K+ 127.57% |
$265K - $341K
|
10.4K
$670K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.74KNew |
$216K - $278K
|
4.74K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36KNew |
$199K - $256K
|
4.36K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.2K+ 46611.11% |
$191K - $246K
|
4.2K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.58KNew |
$163K - $210K
|
3.58K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.45KNew |
$157K - $203K
|
3.45K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 11.97% |
$99.8K - $128K
|
20.5K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 5.61% |
$97.4K - $125K
|
40.3K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.9K+ 39.79% |
$86.5K - $111K
|
6.67K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.87K+ 36.36% |
$85.2K - $110K
|
7.01K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.42K+ 23.73% |
$64.7K - $83.3K
|
7.41K
$479K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.37KNew |
$62.2K - $80K
|
1.37K
$88.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.33K+ 13.79% |
$60.6K - $78K
|
11K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
500+ 15.72% |
$22.8K - $29.3K
|
3.68K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
258+ 3.54% |
$11.8K - $15.1K
|
7.55K
$488K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
175+ 0.78% |
$7.97K - $10.3K
|
22.7K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
29+ 2.6% |
$1.32K - $1.7K
|
1.15K
$74K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.62% |
$1.28K - $1.64K
|
4.51K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16+ 0.34% |
$729 - $938
|
4.74K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.07% |
$273 - $352
|
8.97K
$579K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.01% |
$228 - $293
|
499
$32.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 1.16% |
$228 - $293
|
437
$28.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 18.18% |
$91.1 - $117
|
13
$840
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 0.49% |
$1.5K - $1.93K
|
6.69K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-178- 1.25% |
$8.11K - $10.4K
|
14K
$906K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-219- 5.47% |
$9.98K - $12.8K
|
3.78K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-241- 8.2% |
$11K - $14.1K
|
2.7K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-532- 11.79% |
$24.2K - $31.2K
|
3.98K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-768- 8.6% |
$35K - $45K
|
8.16K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-888- 5.75% |
$40.5K - $52.1K
|
14.6K
$941K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-906- 9.52% |
$41.3K - $53.1K
|
8.61K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.55K- 13.85% |
$70.8K - $91.1K
|
9.66K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.36K- 37.87% |
$107K - $138K
|
3.87K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 4.93% |
$128K - $164K
|
54K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19K- 37.68% |
$866K - $1.11M
|
31.4K
$2.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.2K- 14.9% |
$964K - $1.24M
|
121K
$7.81M
|