Institutional Ownership American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
685,718
shares
|
$30.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
265,222
shares
|
$11.7 Million
2.89% of portfolio
|
Q1 2025
Added 4.87%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
253,990
shares
|
$11.2 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
174,638
shares
|
$7.73 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
144,218
shares
|
$6.38 Million
0.26% of portfolio
|
Q4 2021
Added 4.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
86,516
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2025
Added 13.01%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
85,161
shares
|
$3.77 Million
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
83,535
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Added 653.52%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
77,972
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
53,039
shares
|
$2.35 Million
0.45% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
51,164
shares
|
$2.26 Million
0.57% of portfolio
|
Q1 2025
Added 5.56%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
40,069
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.41 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
31,215
shares
|
$1.38 Million
0.98% of portfolio
|
Q1 2025
Added 0.34%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
30,875
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
30,766
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,252
shares
|
$984,873
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,410
shares
|
$859,086
0.01% of portfolio
|
Q1 2025
New holding
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
12,597
shares
|
$557,543
0.1% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,060
shares
|
$533,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
11,525
shares
|
$510,096
0.43% of portfolio
|
Q4 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,642
shares
|
$426,754
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
9,242
shares
|
$409,050
0.19% of portfolio
|
Q1 2025
Added 7.17%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
8,410
shares
|
$372,226
0.05% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,802
shares
|
$345,316
0.12% of portfolio
|
Q3 2023
New holding
|