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 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $81.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
6,595
shares
|
$387,786
0.08% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,840
shares
|
$343,392
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,498
shares
|
$323,282
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,200
shares
|
$305,760
0.04% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,070
shares
|
$298,116
0.03% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
5,054
shares
|
$297,175
0.1% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,017
shares
|
$294,999
0.0% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,938
shares
|
$290,354
0.06% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,363
shares
|
$256,544
0.0% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,004
shares
|
$235,435
0.02% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,706
shares
|
$217,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,030
shares
|
$178,164
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
2,800
shares
|
$164,640
0.1% of portfolio
|
Q2 2024
Reduced 20.45%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,274
shares
|
$133,711
0.05% of portfolio
|
Q3 2024
Added 50.4%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,963
shares
|
$115,424
0.08% of portfolio
|
Q3 2024
Added 25.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,787
shares
|
$105,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
737
shares
|
$43,335
0.0% of portfolio
|
Q3 2024
Reduced 41.74%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
687
shares
|
$40,395
0.0% of portfolio
|
Q4 2024
Added 35.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
508
shares
|
$29,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
404
shares
|
$23,755
0.02% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
143
shares
|
$8,408
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
37
shares
|
$2,175
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|