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 73 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
21,673
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
19,540
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,122
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
16,884
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
15,881
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
15,725
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,957
shares
|
$999,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
13,524
shares
|
$968,859
0.11% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
11,118
shares
|
$796,493
0.46% of portfolio
|
Q2 2025
Added 80.4%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,007
shares
|
$788,541
0.13% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10,983
shares
|
$786,822
0.18% of portfolio
|
Q2 2025
Added 73.75%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
10,838
shares
|
$776,434
0.13% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
10,688
shares
|
$765,688
0.06% of portfolio
|
Q2 2025
Added 41.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,336
shares
|
$740,471
0.0% of portfolio
|
Q2 2023
Added 86.71%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
9,600
shares
|
$687,744
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
9,448
shares
|
$676,854
0.2% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
9,156
shares
|
$655,935
0.25% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
9,058
shares
|
$648,915
0.4% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
8,205
shares
|
$587,806
0.35% of portfolio
|
Q2 2025
Added 149.01%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
6,485
shares
|
$464,585
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,255
shares
|
$448,108
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
5,986
shares
|
$428,837
0.1% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
5,900
shares
|
$422,676
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,320
shares
|
$381,124
0.04% of portfolio
|
Q4 2024
Added 6.77%
|