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 71 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
452,668
shares
|
$29.9 Million
18.17% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$21.1 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
|
$10.3 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
137,887
shares
|
$9.11 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
137,857
shares
|
$9.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
113,589
shares
|
$7.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
112,493
shares
|
$7.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
104,070
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
102,401
shares
|
$6.76 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
101,435
shares
|
$6.7 Million
2.27% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
65,252
shares
|
$4.31 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
64,072
shares
|
$4.23 Million
0.45% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
48,681
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
44,197
shares
|
$2.92 Million
2.1% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
34,186
shares
|
$2.26 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
33,575
shares
|
$2.22 Million
1.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
32,893
shares
|
$2.17 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
31,636
shares
|
$2.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
24,090
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,924
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 59.37%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
21,825
shares
|
$1.44 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
19,564
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,122
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
18,102
shares
|
$1.2 Million
0.81% of portfolio
|
Q1 2025
Added 9.11%
|