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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,365
shares
|
$89,366
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,200
shares
|
$78,564
0.03% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
933
shares
|
$61,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
922
shares
|
$60,363
0.0% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
700
shares
|
$45,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
654
shares
|
$42,817
0.01% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
504
shares
|
$32,996
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
494
shares
|
$32,342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
437
shares
|
$28,610
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15
shares
|
$982
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
10
shares
|
$654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|