Institutional Ownership American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 37.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,627,209
shares
|
$618 Million
1.42% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,474,871
shares
|
$561 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
3,418,920
shares
|
$167 Million
9.99% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
964,898
shares
|
$47.2 Million
0.04% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
688,923
shares
|
$33.7 Million
9.14% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
584,685
shares
|
$28.6 Million
1.85% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
555,480
shares
|
$27.2 Million
6.59% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
515,345
shares
|
$25.2 Million
0.0% of portfolio
|
Q1 2025
Added 29.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
422,203
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
390,435
shares
|
$19.1 Million
1.97% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
375,384
shares
|
$18.4 Million
0.17% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
323,972
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
257,973
shares
|
$12.6 Million
1.05% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
243,716
shares
|
$11.9 Million
1.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
242,946
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
228,363
shares
|
$11.2 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
198,727
shares
|
$9.72 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
192,267
shares
|
$9.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$9.08 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
171,155
shares
|
$8.37 Million
0.16% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
166,194
shares
|
$8.13 Million
0.01% of portfolio
|
Q1 2025
Added 313.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
165,365
shares
|
$8.09 Million
0.7% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
164,538
shares
|
$8.05 Million
1.51% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
164,209
shares
|
$8.03 Million
1.17% of portfolio
|
Q1 2025
Added 119.43%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
127,421
shares
|
$6.23 Million
6.34% of portfolio
|
Q1 2025
Added 7.81%
|