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 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,829
shares
|
$414,256
0.01% of portfolio
|
Q2 2024
Reduced 47.63%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,154
shares
|
$335,665
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
6,701
shares
|
$314,410
0.1% of portfolio
|
Q3 2022
Reduced 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,648
shares
|
$311,924
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,276
shares
|
$247,549
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
4,767
shares
|
$223,667
0.15% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,420
shares
|
$207,386
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,300
shares
|
$201,756
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,402
shares
|
$159,621
0.01% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,602
shares
|
$122,085
0.09% of portfolio
|
Q2 2025
Added 1157.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,040
shares
|
$95,716
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,009
shares
|
$47,342
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$46,920
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
466
shares
|
$21,864
0.0% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
310
shares
|
$14,545
0.0% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|