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 |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
10,265
shares
|
$672,973
0.44% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,751
shares
|
$639,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
9,309
shares
|
$610,298
0.07% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,977
shares
|
$457,412
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
6,868
shares
|
$450,266
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,864
shares
|
$450,003
0.0% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
6,635
shares
|
$434,990
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,481
shares
|
$424,894
0.0% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
6,200
shares
|
$406,472
0.05% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,070
shares
|
$397,949
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,840
shares
|
$382,870
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,838
shares
|
$382,739
0.0% of portfolio
|
Q1 2025
Reduced 53.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,630
shares
|
$369,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,481
shares
|
$359,334
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
4,890
shares
|
$320,588
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,693
shares
|
$307,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,235
shares
|
$277,646
0.05% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,004
shares
|
$262,502
0.02% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
3,564
shares
|
$233,655
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
3,480
shares
|
$228,148
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,030
shares
|
$198,646
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,800
shares
|
$183,568
0.1% of portfolio
|
Q2 2024
Reduced 20.45%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,440
shares
|
$159,966
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,380
shares
|
$156,032
0.06% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,787
shares
|
$117,155
0.0% of portfolio
|
Q4 2024
New holding
|