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 186 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
171,518
shares
|
$9.66 Million
0.03% of portfolio
|
Q3 2025
Added 489951.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
149,987
shares
|
$8.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
149,901
shares
|
$8.45 Million
6.43% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
122,716
shares
|
$6.91 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
122,524
shares
|
$6.9 Million
1.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
116,123
shares
|
$6.54 Million
1.12% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
110,402
shares
|
$6.22 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
100,417
shares
|
$5.66 Million
1.76% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
81,625
shares
|
$4.6 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
76,058
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
73,444
shares
|
$4.14 Million
1.29% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
69,287
shares
|
$3.9 Million
1.8% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
67,055
shares
|
$3.78 Million
0.11% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
65,359
shares
|
$3.68 Million
2.76% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
63,245
shares
|
$3.56 Million
2.05% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
62,500
shares
|
$3.52 Million
1.17% of portfolio
|
Q4 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
61,406
shares
|
$3.46 Million
0.37% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
58,808
shares
|
$3.31 Million
1.49% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
55,902
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 221.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
54,126
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
52,621
shares
|
$2.96 Million
0.59% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
51,824
shares
|
$2.92 Million
0.2% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
51,065
shares
|
$2.88 Million
0.57% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
50,212
shares
|
$2.83 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.18%
|
|