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 157 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
14,958
shares
|
$794,568
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
14,610
shares
|
$776,083
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
14,525
shares
|
$771,568
0.12% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
14,396
shares
|
$764,715
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,883
shares
|
$737,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,433
shares
|
$713,560
0.0% of portfolio
|
Q4 2024
Added 68.35%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
12,583
shares
|
$668,408
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
12,085
shares
|
$641,955
0.53% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
11,972
shares
|
$635,952
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,154
shares
|
$592,500
0.02% of portfolio
|
Q4 2024
Added 238.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,624
shares
|
$564,346
0.03% of portfolio
|
Q4 2024
Added 854.54%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
10,591
shares
|
$562,593
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,543
shares
|
$560,044
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
10,284
shares
|
$546,286
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,242
shares
|
$544,055
0.0% of portfolio
|
Q3 2024
Added 27.06%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,598
shares
|
$509,845
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
9,453
shares
|
$502,143
0.55% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,412
shares
|
$499,965
0.0% of portfolio
|
Q4 2024
Reduced 81.43%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,390
shares
|
$498,796
0.18% of portfolio
|
Q3 2023
Reduced 13.64%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,074
shares
|
$482,010
0.12% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
8,706
shares
|
$462,462
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,421
shares
|
$447,323
0.1% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,150
shares
|
$432,928
0.14% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
8,009
shares
|
$425,438
0.27% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
7,726
shares
|
$410,405
0.02% of portfolio
|
Q4 2024
Added 6.3%
|