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 159 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$5.35 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
118,185
shares
|
$5.25 Million
6.77% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
97,637
shares
|
$4.34 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
89,055
shares
|
$3.95 Million
0.09% of portfolio
|
Q4 2024
Added 2023.9%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,038
shares
|
$3.95 Million
1.04% of portfolio
|
Q4 2024
Added 2027.04%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
86,376
shares
|
$3.84 Million
3.31% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
74,836
shares
|
$3.32 Million
0.69% of portfolio
|
Q4 2024
Added 96.28%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
69,161
shares
|
$3.07 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
64,464
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
63,552
shares
|
$2.82 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
62,500
shares
|
$2.78 Million
1.2% of portfolio
|
Q4 2023
New holding
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
60,872
shares
|
$2.7 Million
1.09% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
56,841
shares
|
$2.52 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
55,368
shares
|
$2.46 Million
0.11% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
51,329
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
48,891
shares
|
$2.17 Million
0.86% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
47,918
shares
|
$2.13 Million
0.2% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
47,679
shares
|
$2.12 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
42,411
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 49.39%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
40,184
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
37,803
shares
|
$1.68 Million
0.95% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
36,519
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
34,400
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
31,105
shares
|
$1.38 Million
0.37% of portfolio
|
Q1 2024
Reduced 13.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
30,607
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2022
Added 84.8%
|