Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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
|
- |
1.57MNew |
$72.5M - $73.7M
|
1.57M
$74M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
682K+ 110.41% |
$31.6M - $32.1M
|
1.3M
$61.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
242K+ 92.17% |
$11.2M - $11.4M
|
504K
$23.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
42.7K+ 2.92% |
$1.97M - $2.01M
|
1.5M
$71M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39.5K+ 1.5% |
$1.83M - $1.86M
|
2.66M
$126M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.3K+ 6.2% |
$1.17M - $1.19M
|
434K
$20.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.3K+ 25.91% |
$664K - $675K
|
69.7K
$3.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 8.7% |
$530K - $538K
|
143K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 5.62% |
$503K - $511K
|
204K
$9.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
10.3K+ 39.18% |
$475K - $483K
|
36.5K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.7K+ 5.61% |
$356K - $362K
|
145K
$6.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.49K+ 31.73% |
$346K - $352K
|
31.1K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.86K+ 9.69% |
$318K - $323K
|
77.7K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.25K+ 20.77% |
$289K - $294K
|
36.3K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 21.28% |
$288K - $293K
|
35.5K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 37.55% |
$254K - $258K
|
20.1K
$951K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.42KNew |
$205K - $208K
|
4.42K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.3KNew |
$199K - $202K
|
4.3K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.05K+ 1.15% |
$187K - $190K
|
357K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.85K+ 6.28% |
$178K - $181K
|
65.2K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 8.23% |
$153K - $156K
|
43.6K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.15K+ 10.66% |
$146K - $148K
|
32.7K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.8K+ 7.63% |
$130K - $132K
|
39.5K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.48K+ 3.67% |
$115K - $117K
|
70K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.4K+ 1157.0% |
$111K - $113K
|
2.6K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.16K+ 7.11% |
$100K - $102K
|
32.6K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.66K+ 12.54% |
$76.9K - $78.1K
|
14.9K
$705K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.42K+ 4.52% |
$65.8K - $66.8K
|
32.9K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 11.51% |
$65.4K - $66.5K
|
13.7K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
827+ 1.52% |
$38.3K - $38.9K
|
55.4K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
538+ 2.28% |
$24.9K - $25.3K
|
24.2K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
429+ 2.16% |
$19.9K - $20.2K
|
20.3K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
293+ 0.48% |
$13.6K - $13.8K
|
61.5K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
173+ 0.31% |
$8.01K - $8.14K
|
56.5K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
144+ 1.62% |
$6.66K - $6.77K
|
9.04K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
107+ 0.29% |
$4.95K - $5.03K
|
37.6K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
96+ 0.38% |
$4.44K - $4.51K
|
25.7K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
64+ 26.02% |
$2.96K - $3.01K
|
310
$14.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57+ 1.09% |
$2.64K - $2.68K
|
5.28K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.29% |
$1.2K - $1.22K
|
8.91K
$421K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.2% |
$92.6 - $94.1
|
1.01K
$47.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-275- 0.24% |
$12.7K - $12.9K
|
113K
$5.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-313- 6.16% |
$14.5K - $14.7K
|
4.77K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-324- 3.49% |
$15K - $15.2K
|
8.97K
$424K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 1.14% |
$23.1K - $23.5K
|
43.2K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-753- 10.17% |
$34.8K - $35.4K
|
6.65K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.42K- 1.01% |
$65.6K - $66.7K
|
139K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 5.27% |
$125K - $127K
|
48.5K
$2.29M
|