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 67 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,698
shares
|
$287,047
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,325
shares
|
$264,257
0.01% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,328
shares
|
$203,340
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
3,295
shares
|
$201,324
0.15% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,150
shares
|
$192,465
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,331
shares
|
$142,424
0.06% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2,147
shares
|
$131,181
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,141
shares
|
$130,815
0.0% of portfolio
|
Q4 2024
Added 147.8%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
2,115
shares
|
$129,226
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,540
shares
|
$94,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
981
shares
|
$59,939
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
959
shares
|
$58,594
0.05% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
934
shares
|
$57,067
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
541
shares
|
$33,055
0.02% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
384
shares
|
$23,462
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
375
shares
|
$22,912
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|