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 52 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $87.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
411,718
shares
|
$24.4 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
223,750
shares
|
$13.3 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
141,981
shares
|
$8.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
136,736
shares
|
$8.11 Million
0.76% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
70,612
shares
|
$4.19 Million
2.15% of portfolio
|
Q1 2025
Added 173.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
67,153
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
56,768
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
50,431
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,137
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
37,383
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
22,504
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
20,480
shares
|
$1.21 Million
0.39% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,448
shares
|
$916,066
0.03% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
14,027
shares
|
$831,801
0.56% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,011
shares
|
$830,852
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
11,214
shares
|
$664,990
0.11% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$636,229
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,649
shares
|
$572,185
0.04% of portfolio
|
Q1 2025
Reduced 33.69%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
8,964
shares
|
$531,565
0.22% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,930
shares
|
$529,549
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,613
shares
|
$510,750
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
7,409
shares
|
$439,353
0.28% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
7,289
shares
|
$432,237
0.29% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,691
shares
|
$396,776
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,221
shares
|
$368,905
0.0% of portfolio
|
Q4 2024
New holding
|