Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $73.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
7,614
shares
|
$498,488
0.28% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
7,486
shares
|
$490,108
0.26% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
7,397
shares
|
$484,281
0.07% of portfolio
|
Q4 2025
Added 8.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,160
shares
|
$468,765
0.0% of portfolio
|
Q3 2025
Reduced 66.97%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
7,009
shares
|
$458,879
0.15% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,928
shares
|
$453,576
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
6,842
shares
|
$447,945
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,391
shares
|
$418,418
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Tarbox Family Office, Inc.
|
Jan 20, 2026 Q4 2025 |
6,110
shares
|
$400,021
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,767
shares
|
$377,565
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,755
shares
|
$376,779
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
5,611
shares
|
$367,352
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
5,549
shares
|
$363,293
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,510
shares
|
$295,269
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
4,325
shares
|
$283,157
0.11% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,277
shares
|
$280,015
0.04% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
3,975
shares
|
$260,243
0.06% of portfolio
|
Q4 2025
Added 11.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$253,041
0.0% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
3,844
shares
|
$251,666
0.02% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,783
shares
|
$247,673
0.02% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,782
shares
|
$247,607
0.0% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,686
shares
|
$241,322
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,630
shares
|
$237,656
0.06% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
2,582
shares
|
$169,043
0.05% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,494
shares
|
$163,282
0.07% of portfolio
|
Q3 2025
Added 0.04%
|
|