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 56 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
7,547
shares
|
$475,536
0.27% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
7,409
shares
|
$466,841
0.28% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
7,009
shares
|
$441,637
0.15% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,691
shares
|
$421,599
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,672
shares
|
$420,402
0.01% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
6,110
shares
|
$384,991
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,755
shares
|
$362,622
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
5,611
shares
|
$353,549
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,743
shares
|
$298,856
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
4,740
shares
|
$298,667
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,510
shares
|
$284,175
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,358
shares
|
$274,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
4,204
shares
|
$264,894
0.11% of portfolio
|
Q2 2025
Added 46611.11%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
3,981
shares
|
$250,842
0.02% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$243,533
0.0% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,783
shares
|
$238,366
0.02% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,680
shares
|
$231,876
0.06% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,581
shares
|
$225,638
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,454
shares
|
$217,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2,697
shares
|
$169,937
0.06% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,493
shares
|
$157,083
0.08% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,365
shares
|
$86,008
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,145
shares
|
$72,146
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
922
shares
|
$58,095
0.0% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
700
shares
|
$44,107
0.0% of portfolio
|
Q3 2024
New holding
|