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 162 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,738,987
shares
|
$761 Million
1.47% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,591,513
shares
|
$698 Million
0.2% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,515,423
shares
|
$195 Million
9.88% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,056,415
shares
|
$58.5 Million
0.04% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
827,779
shares
|
$45.9 Million
10.21% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
617,070
shares
|
$34.2 Million
0.03% of portfolio
|
Q2 2025
Added 271.29%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
560,988
shares
|
$31.1 Million
6.31% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
468,157
shares
|
$25.9 Million
2.33% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
466,122
shares
|
$25.8 Million
0.2% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
458,814
shares
|
$25.4 Million
0.01% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
421,028
shares
|
$23.3 Million
0.96% of portfolio
|
Q2 2025
Added 111.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
349,401
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
268,275
shares
|
$14.9 Million
1.1% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
262,159
shares
|
$14.5 Million
2.88% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
250,786
shares
|
$13.9 Million
1.03% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
197,604
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
194,578
shares
|
$10.8 Million
0.84% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
194,290
shares
|
$10.8 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$10.3 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,846
shares
|
$10.1 Million
0.16% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
177,086
shares
|
$9.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
176,665
shares
|
$9.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
164,538
shares
|
$9.12 Million
1.51% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
154,814
shares
|
$8.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.96%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
139,517
shares
|
$7.73 Million
6.26% of portfolio
|
Q2 2025
Added 9.49%
|