Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
217,469
shares
|
$15.7 Million
1.35% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
207,371
shares
|
$15 Million
8.32% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
136,052
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,364
shares
|
$4.93 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$4.83 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,174
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
57,835
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
55,675
shares
|
$4.02 Million
1.94% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
46,897
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Added 1023.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
40,634
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
34,164
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
34,020
shares
|
$2.46 Million
0.39% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
31,304
shares
|
$2.26 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Northland Capital Management LLC
|
Jan 20, 2026 Q4 2025 |
28,670
shares
|
$2.07 Million
1.27% of portfolio
|
Q4 2025
Added 15.03%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
26,770
shares
|
$1.93 Million
1.11% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
26,046
shares
|
$1.88 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
25,739
shares
|
$1.86 Million
0.53% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,372
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 65.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
21,904
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 297.24%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
21,586
shares
|
$1.56 Million
0.19% of portfolio
|
Q4 2025
Added 2.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,556
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
19,791
shares
|
$1.43 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,998
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
15,409
shares
|
$1.11 Million
0.61% of portfolio
|
Q4 2025
Added 12.06%
|
|