Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
201,107
shares
|
$13.2 Million
1.19% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
188,948
shares
|
$12.4 Million
7.3% of portfolio
|
Q1 2025
Reduced 31.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
168,608
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
88,884
shares
|
$5.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,364
shares
|
$4.48 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$4.38 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
57,534
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
55,609
shares
|
$3.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,647
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
37,641
shares
|
$2.47 Million
1.34% of portfolio
|
Q1 2025
Added 225.25%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
32,046
shares
|
$2.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
27,811
shares
|
$1.82 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
26,219
shares
|
$1.72 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
25,686
shares
|
$1.68 Million
0.56% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
24,067
shares
|
$1.58 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
21,868
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
20,694
shares
|
$1.36 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,471
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
17,010
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
12,769
shares
|
$837,135
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
11,890
shares
|
$779,508
0.15% of portfolio
|
Q1 2025
Added 80.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,571
shares
|
$758,594
0.0% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
11,226
shares
|
$735,976
0.02% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
10,554
shares
|
$691,920
0.25% of portfolio
|
Q4 2024
New holding
|