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 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $81.8 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
|
$16 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
|
$11.5 Million
1.35% of portfolio
|
Q4 2023
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
181,159
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
67,653
shares
|
$3.96 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
|
$3.92 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
64,877
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
58,749
shares
|
$3.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
57,950
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,461
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
32,270
shares
|
$1.89 Million
0.35% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,156
shares
|
$1.88 Million
0.62% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
30,676
shares
|
$1.8 Million
1.42% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,630
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.7%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
26,219
shares
|
$1.54 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
25,025
shares
|
$1.47 Million
1.11% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
21,917
shares
|
$1.28 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
19,573
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
17,010
shares
|
$996,445
0.39% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
12,821
shares
|
$751,054
0.07% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
11,424
shares
|
$669,217
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
10,554
shares
|
$618,253
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,248
shares
|
$600,327
0.02% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
8,620
shares
|
$504,959
0.03% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
7,354
shares
|
$430,797
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|