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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,017
shares
|
$331,322
0.03% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,703
shares
|
$310,586
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,325
shares
|
$285,623
0.01% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,934
shares
|
$259,801
0.05% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
3,890
shares
|
$256,895
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,328
shares
|
$219,781
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
3,295
shares
|
$217,601
0.14% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,331
shares
|
$153,939
0.06% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2,154
shares
|
$142,250
0.11% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,685
shares
|
$111,277
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,625
shares
|
$107,315
0.06% of portfolio
|
Q1 2025
Added 73.98%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,540
shares
|
$101,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
981
shares
|
$64,785
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
961
shares
|
$63,464
0.0% of portfolio
|
Q4 2024
Added 122.79%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
959
shares
|
$63,332
0.05% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
859
shares
|
$56,728
0.03% of portfolio
|
Q1 2025
Added 58.78%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
776
shares
|
$51,247
0.0% of portfolio
|
Q1 2025
Added 102.08%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
375
shares
|
$24,765
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
226
shares
|
$14,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
5
shares
|
$330
0.07% of portfolio
|
Q1 2025
Reduced 99.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|