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 157 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,321,560
shares
|
$682 Million
0.22% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,484,250
shares
|
$636 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,361,437
shares
|
$186 Million
10.71% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
841,140
shares
|
$46.6 Million
0.04% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
565,887
shares
|
$31.3 Million
1.91% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
564,006
shares
|
$31.2 Million
7.51% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
529,923
shares
|
$29.3 Million
8.32% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
426,111
shares
|
$23.6 Million
2.42% of portfolio
|
Q4 2024
Added 420.45%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
396,662
shares
|
$22 Million
0.0% of portfolio
|
Q4 2024
Added 14739.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
329,039
shares
|
$18.2 Million
0.01% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
317,709
shares
|
$17.6 Million
0.17% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
304,189
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
243,385
shares
|
$13.5 Million
0.02% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
234,146
shares
|
$13 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
232,221
shares
|
$12.9 Million
3.08% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
220,327
shares
|
$12.2 Million
0.98% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
193,874
shares
|
$10.7 Million
0.13% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$10.3 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
168,432
shares
|
$9.32 Million
2.65% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
166,386
shares
|
$9.21 Million
0.19% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
165,126
shares
|
$9.14 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
155,206
shares
|
$8.59 Million
0.09% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
147,404
shares
|
$8.16 Million
0.83% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
130,191
shares
|
$7.21 Million
0.83% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
124,286
shares
|
$6.88 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.25%
|