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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
123,283
shares
|
$6.03 Million
1.59% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
121,059
shares
|
$5.92 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$5.89 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
100,852
shares
|
$4.93 Million
0.08% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
97,637
shares
|
$4.78 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
97,348
shares
|
$4.76 Million
0.95% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
68,621
shares
|
$3.36 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,114
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
62,500
shares
|
$3.06 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,420
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
62,118
shares
|
$3.04 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,250
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
60,872
shares
|
$2.98 Million
1.09% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
58,644
shares
|
$2.87 Million
2.06% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
58,249
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
55,103
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
Added 435.81%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
54,297
shares
|
$2.66 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
48,891
shares
|
$2.39 Million
0.86% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
47,918
shares
|
$2.34 Million
0.2% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,739
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
41,861
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 1676.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
36,519
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,056
shares
|
$1.57 Million
0.81% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
31,105
shares
|
$1.52 Million
0.37% of portfolio
|
Q1 2024
Reduced 13.91%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
31,042
shares
|
$1.52 Million
0.73% of portfolio
|
Q1 2025
Reduced 34.89%
|