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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,250
shares
|
$376,110
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
5,207
shares
|
$373,029
0.22% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,017
shares
|
$359,417
0.03% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
4,785
shares
|
$342,797
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,708
shares
|
$337,281
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
4,202
shares
|
$301,031
0.17% of portfolio
|
Q2 2025
Reduced 74.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,109
shares
|
$294,368
0.05% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,064
shares
|
$291,144
0.0% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
3,890
shares
|
$278,679
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,328
shares
|
$238,417
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
2,490
shares
|
$178,383
0.07% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
2,174
shares
|
$155,745
0.07% of portfolio
|
Q2 2025
Added 43380.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,160
shares
|
$154,742
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2,059
shares
|
$147,506
0.05% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,057
shares
|
$147,363
0.0% of portfolio
|
Q2 2025
Added 114.05%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,540
shares
|
$110,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
984
shares
|
$70,493
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
959
shares
|
$68,702
0.04% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
934
shares
|
$66,911
0.04% of portfolio
|
Q2 2025
Reduced 42.52%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
859
shares
|
$61,538
0.03% of portfolio
|
Q1 2025
Added 58.78%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
776
shares
|
$55,592
0.0% of portfolio
|
Q1 2025
Added 102.08%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
607
shares
|
$43,485
0.03% of portfolio
|
Q2 2025
Added 61.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|