Institutional Ownership American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,958
shares
|
$277,821
0.02% of portfolio
|
Q4 2024
Added 30.26%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
5,460
shares
|
$254,599
0.19% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
5,229
shares
|
$243,828
0.11% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,602
shares
|
$167,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,977
shares
|
$138,817
0.01% of portfolio
|
Q2 2024
Reduced 53.65%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,040
shares
|
$95,125
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$46,630
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
827
shares
|
$38,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
684
shares
|
$31,894
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
422
shares
|
$19,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
246
shares
|
$11,470
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
75
shares
|
$3,497
0.0% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$419
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|