Institutional Ownership American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,935
shares
|
$466,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,042
shares
|
$424,250
0.04% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
8,972
shares
|
$420,966
0.17% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,912
shares
|
$418,151
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,829
shares
|
$414,256
0.01% of portfolio
|
Q2 2024
Reduced 47.63%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,154
shares
|
$335,665
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
6,701
shares
|
$314,410
0.1% of portfolio
|
Q3 2022
Reduced 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,648
shares
|
$311,924
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,276
shares
|
$247,549
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
4,767
shares
|
$223,667
0.15% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,420
shares
|
$207,386
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,300
shares
|
$201,756
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,402
shares
|
$159,621
0.01% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,602
shares
|
$122,085
0.09% of portfolio
|
Q2 2025
Added 1157.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,040
shares
|
$95,716
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,007
shares
|
$47,248
0.0% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$46,920
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
246
shares
|
$11,542
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|