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 48 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $77.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
273,319
shares
|
$15.5 Million
11.51% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
196,442
shares
|
$11.2 Million
1.35% of portfolio
|
Q4 2023
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
176,473
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
67,653
shares
|
$3.84 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$3.8 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
58,749
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
57,952
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
55,480
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,461
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
34,990
shares
|
$1.99 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
31,969
shares
|
$1.82 Million
0.69% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,630
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.7%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
27,748
shares
|
$1.58 Million
0.33% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
26,495
shares
|
$1.5 Million
0.8% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
21,917
shares
|
$1.24 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
20,968
shares
|
$1.19 Million
1.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
17,443
shares
|
$990,587
0.17% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
17,010
shares
|
$965,997
0.42% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
11,634
shares
|
$660,694
0.07% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
11,424
shares
|
$648,768
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
8,620
shares
|
$489,529
0.03% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
7,794
shares
|
$442,621
0.02% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,354
shares
|
$417,633
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
7,045
shares
|
$400,085
0.08% of portfolio
|
Q3 2024
Added 4.37%
|