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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
4,747
shares
|
$342,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
4,409
shares
|
$318,197
0.12% of portfolio
|
Q4 2025
Added 74.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,235
shares
|
$305,639
0.05% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,073
shares
|
$293,948
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
3,661
shares
|
$264,214
0.14% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
3,480
shares
|
$251,151
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,446
shares
|
$248,697
0.03% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,049
shares
|
$220,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,030
shares
|
$218,675
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
2,830
shares
|
$204,241
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
2,800
shares
|
$202,076
0.1% of portfolio
|
Q2 2024
Reduced 20.45%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,266
shares
|
$163,537
0.06% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,787
shares
|
$128,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,460
shares
|
$105,368
0.05% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,356
shares
|
$97,862
0.03% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,007
shares
|
$72,675
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
865
shares
|
$62,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
475
shares
|
$34,280
0.01% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
274
shares
|
$19,774
0.01% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
159
shares
|
$11,475
0.0% of portfolio
|
Q3 2025
Reduced 75.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
125
shares
|
$9,021
0.0% of portfolio
|
Q2 2025
Reduced 83.04%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
37
shares
|
$2,670
0.0% of portfolio
|
Q1 2024
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
|
|