Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $98.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
411,718
shares
|
$26.9 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
223,750
shares
|
$14.6 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
136,736
shares
|
$8.95 Million
0.76% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
120,827
shares
|
$7.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
118,140
shares
|
$7.73 Million
3.65% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
53,968
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,529
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Added 40.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,694
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
32,229
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,427
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
22,979
shares
|
$1.5 Million
0.42% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
22,679
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,678
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 312.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
14,560
shares
|
$952,806
0.03% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,011
shares
|
$916,879
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
13,930
shares
|
$911,579
0.56% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10,980
shares
|
$718,531
0.05% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$702,105
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,416
shares
|
$681,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,377
shares
|
$679,070
0.0% of portfolio
|
Q2 2025
Added 127.57%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
9,661
shares
|
$632,215
0.1% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
8,923
shares
|
$583,921
0.23% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,613
shares
|
$563,634
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,432
shares
|
$551,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
8,162
shares
|
$534,121
0.0% of portfolio
|
Q2 2025
Reduced 8.6%
|