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 72 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
13,751
shares
|
$992,409
0.56% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
12,478
shares
|
$900,537
0.3% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
12,239
shares
|
$883,288
0.15% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
12,160
shares
|
$877,587
0.08% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,735
shares
|
$846,914
0.0% of portfolio
|
Q3 2025
Reduced 17.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
11,015
shares
|
$794,952
0.0% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,965
shares
|
$791,344
0.02% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,403
shares
|
$750,784
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,226
shares
|
$738,010
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,595
shares
|
$692,471
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
9,309
shares
|
$671,830
0.07% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
9,295
shares
|
$670,820
0.05% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,286
shares
|
$598,000
0.0% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,070
shares
|
$438,071
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,840
shares
|
$421,472
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,710
shares
|
$412,090
0.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
5,529
shares
|
$399,027
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,481
shares
|
$395,563
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,390
shares
|
$388,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
5,300
shares
|
$382,501
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
5,136
shares
|
$370,665
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
4,890
shares
|
$352,911
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
4,854
shares
|
$350,313
0.2% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
4,773
shares
|
$344,467
0.19% of portfolio
|
Q3 2025
Added 724.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
4,747
shares
|
$342,590
0.0% of portfolio
|
Q2 2025
New holding
|
|