Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
263,983
shares
|
$14.7 Million
10.38% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
196,442
shares
|
$11 Million
1.35% of portfolio
|
Q4 2023
Added 0.4%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
93,340
shares
|
$5.2 Million
0.14% of portfolio
|
Q1 2024
Reduced 34.01%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
71,721
shares
|
$4 Million
0.19% of portfolio
|
Q1 2024
Added 0.02%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$3.73 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
65,884
shares
|
$3.67 Million
0.09% of portfolio
|
Q1 2024
Added 1.74%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
54,422
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2024
Added 4.27%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,564
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.11%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
47,268
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 72.44%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
42,161
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2024
Added 0.34%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
40,404
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
Northland Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
38,367
shares
|
$2.14 Million
1.6% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Highland Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
27,257
shares
|
$1.52 Million
0.62% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 19, 2024 Q1 2024 |
26,486
shares
|
$1.48 Million
0.85% of portfolio
|
Q4 2023
Added 514.38%
|
|
Wealthstream Advisors, Inc.
|
May 08, 2024 Q1 2024 |
26,112
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 08, 2024 Q1 2024 |
21,926
shares
|
$1.22 Million
0.98% of portfolio
|
Q4 2023
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
21,020
shares
|
$1.17 Million
0.99% of portfolio
|
Q1 2024
Added 5.38%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 15, 2024 Q1 2024 |
17,521
shares
|
$976,970
0.43% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
14,424
shares
|
$804,282
0.06% of portfolio
|
Q1 2024
Added 2.86%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
13,036
shares
|
$726,887
0.13% of portfolio
|
Q1 2024
Added 39.32%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
May 07, 2024 Q1 2024 |
11,424
shares
|
$637,002
0.09% of portfolio
|
Q3 2022
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
11,299
shares
|
$630,032
0.0% of portfolio
|
Q1 2024
Reduced 59.03%
|
|
Team Hewins, LLC
Redwood City, CA |
May 03, 2024 Q1 2024 |
10,599
shares
|
$591,000
0.08% of portfolio
|
Q1 2024
Added 0.43%
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
7,504
shares
|
$418,423
0.04% of portfolio
|
Q1 2024
Reduced 1.33%
|