Institutional Ownership American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 8.53 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
9,296
shares
|
$434,866
0.19% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,898
shares
|
$416,248
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,886
shares
|
$415,687
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
8,829
shares
|
$413,020
0.01% of portfolio
|
Q2 2024
Reduced 47.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,401
shares
|
$346,218
0.0% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,154
shares
|
$334,664
0.12% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
6,701
shares
|
$313,472
0.1% of portfolio
|
Q3 2022
Reduced 7.36%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,219
shares
|
$244,144
0.02% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
5,080
shares
|
$237,642
0.17% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,402
shares
|
$159,145
0.01% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,040
shares
|
$95,431
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,007
shares
|
$47,107
0.0% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$46,780
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
246
shares
|
$11,507
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
207
shares
|
$9,683
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|