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 72 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $267 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
|
$86 Million
3.2% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
452,668
shares
|
$31.7 Million
18.17% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$22.3 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
|
$10.9 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
138,582
shares
|
$9.69 Million
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
137,857
shares
|
$9.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
117,432
shares
|
$8.21 Million
2.61% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
113,589
shares
|
$7.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
112,493
shares
|
$7.87 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
|
$7.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
102,401
shares
|
$7.16 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
91,791
shares
|
$6.42 Million
0.6% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
70,740
shares
|
$4.95 Million
3.28% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
48,681
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
44,197
shares
|
$3.09 Million
2.1% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
34,186
shares
|
$2.39 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
33,411
shares
|
$2.34 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
32,974
shares
|
$2.31 Million
0.3% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
31,636
shares
|
$2.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
28,050
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,658
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 81.38%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
23,573
shares
|
$1.65 Million
1.03% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,924
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 59.37%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
21,825
shares
|
$1.53 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
19,564
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.8%
|