Institutional Ownership American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,484,250
shares
|
$533 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,474,871
shares
|
$532 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
3,418,920
shares
|
$159 Million
9.99% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
841,140
shares
|
$39 Million
0.04% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
584,685
shares
|
$27.1 Million
1.85% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
555,480
shares
|
$25.8 Million
6.59% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
529,923
shares
|
$24.6 Million
8.32% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
426,111
shares
|
$19.8 Million
2.42% of portfolio
|
Q4 2024
Added 420.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
422,203
shares
|
$19.6 Million
0.01% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
396,662
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 14739.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
375,384
shares
|
$17.4 Million
0.17% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
304,189
shares
|
$14.1 Million
0.01% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
243,716
shares
|
$11.3 Million
1.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
243,385
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
228,363
shares
|
$10.6 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
220,327
shares
|
$10.2 Million
0.98% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
198,727
shares
|
$9.22 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
192,267
shares
|
$8.92 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$8.61 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
171,155
shares
|
$7.94 Million
0.16% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
165,126
shares
|
$7.66 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
130,191
shares
|
$6.04 Million
0.83% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
127,421
shares
|
$5.91 Million
6.34% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
124,286
shares
|
$5.77 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
123,283
shares
|
$5.72 Million
1.59% of portfolio
|
Q1 2025
Reduced 26.81%
|