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 62 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $72.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
223,750
shares
|
$14.6 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
137,460
shares
|
$9 Million
0.76% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
118,140
shares
|
$7.73 Million
3.65% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
113,354
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
70,656
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,694
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32,689
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,379
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
22,979
shares
|
$1.5 Million
0.42% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
22,487
shares
|
$1.47 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,457
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 61.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
15,272
shares
|
$999,857
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,011
shares
|
$917,300
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,939
shares
|
$912,586
0.0% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
13,930
shares
|
$911,997
0.56% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,558
shares
|
$822,172
0.0% of portfolio
|
Q3 2025
Reduced 61.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$702,427
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
10,654
shares
|
$697,517
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
9,961
shares
|
$652,146
0.04% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
8,923
shares
|
$584,188
0.23% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,432
shares
|
$552,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,341
shares
|
$546,085
0.08% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,144
shares
|
$533,187
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
8,042
shares
|
$526,509
0.08% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
7,833
shares
|
$512,826
0.01% of portfolio
|
Q3 2025
New holding
|
|