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 43 institutions that hold shares in the stock, with a total of 755,390 shares, which have been reported (via 13F filing form) to have a value of $38.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
150,314
shares
|
$7.64 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
103,643
shares
|
$5.27 Million
0.55% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
84,124
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
Added 87.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
75,301
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,868
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
25,836
shares
|
$1.31 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,083
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
22,054
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
18,340
shares
|
$931,855
0.32% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
15,318
shares
|
$778,307
0.64% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
14,932
shares
|
$758,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,551
shares
|
$739,336
0.06% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
14,534
shares
|
$738,472
0.03% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,011
shares
|
$711,898
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,078
shares
|
$613,683
0.12% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$545,140
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,466
shares
|
$480,967
0.1% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,242
shares
|
$469,586
0.0% of portfolio
|
Q4 2024
Reduced 70.53%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
8,964
shares
|
$455,460
0.23% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
7,164
shares
|
$364,002
0.29% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,725
shares
|
$341,697
0.02% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,221
shares
|
$316,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
6,129
shares
|
$311,414
0.05% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
5,755
shares
|
$292,411
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,602
shares
|
$284,637
0.11% of portfolio
|
Q4 2024
Added 0.07%
|