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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
14,965
shares
|
$731,938
0.65% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,856
shares
|
$726,606
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,610
shares
|
$714,575
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
13,457
shares
|
$658,181
0.06% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
13,040
shares
|
$637,786
0.25% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,483
shares
|
$610,543
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,335
shares
|
$603,304
0.09% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
12,300
shares
|
$601,593
0.0% of portfolio
|
Q1 2025
Reduced 64.24%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
11,739
shares
|
$574,154
0.42% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
11,388
shares
|
$556,987
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,185
shares
|
$547,058
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
11,011
shares
|
$538,548
0.16% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
9,590
shares
|
$469,046
0.39% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,390
shares
|
$459,264
0.18% of portfolio
|
Q3 2023
Reduced 13.64%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,074
shares
|
$443,809
0.11% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,931
shares
|
$436,815
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,760
shares
|
$428,451
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
8,708
shares
|
$425,908
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,489
shares
|
$415,196
0.0% of portfolio
|
Q1 2025
Reduced 36.8%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,373
shares
|
$409,523
0.13% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,289
shares
|
$405,414
0.0% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
8,031
shares
|
$392,796
0.22% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
7,947
shares
|
$388,687
0.09% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
7,916
shares
|
$387,171
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,716
shares
|
$377,389
0.03% of portfolio
|
Q1 2025
Added 0.27%
|