Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
422,365
shares
|
$31.2 Million
17.43% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$23.6 Million
0.92% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$11.6 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
144,827
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
135,444
shares
|
$10 Million
2.88% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
133,425
shares
|
$9.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
133,042
shares
|
$9.83 Million
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
126,052
shares
|
$9.32 Million
0.02% of portfolio
|
Q3 2025
Added 803.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
115,255
shares
|
$8.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
97,464
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
95,376
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
89,985
shares
|
$6.65 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
70,672
shares
|
$5.22 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
50,529
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
45,882
shares
|
$3.39 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
41,486
shares
|
$3.07 Million
0.49% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,722
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
33,346
shares
|
$2.46 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
33,058
shares
|
$2.44 Million
0.3% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31,217
shares
|
$2.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
28,217
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
26,995
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
26,505
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
24,864
shares
|
$1.84 Million
1.05% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,440
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.43%
|
|