Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,230,145
shares
|
$90.3 Million
3.2% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
422,365
shares
|
$31 Million
17.43% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$23.4 Million
0.92% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$11.5 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
138,582
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
135,444
shares
|
$9.94 Million
2.88% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
134,616
shares
|
$9.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
131,277
shares
|
$9.63 Million
0.0% of portfolio
|
Q2 2025
Added 472.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
115,255
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
99,984
shares
|
$7.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
95,186
shares
|
$6.98 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
91,791
shares
|
$6.74 Million
0.6% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
70,740
shares
|
$5.19 Million
3.28% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
50,529
shares
|
$3.71 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
45,882
shares
|
$3.37 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,523
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
38,440
shares
|
$2.82 Million
0.46% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,716
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 152.67%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
33,411
shares
|
$2.45 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
32,974
shares
|
$2.42 Million
0.3% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31,217
shares
|
$2.29 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,686
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
24,864
shares
|
$1.82 Million
1.05% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,658
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 81.38%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,440
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.43%
|