Institutional Ownership American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 3.97 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Verus Financial Partners, Inc.
|
Aug 05, 2024 Q2 2024 |
1,364,433
shares
|
$64.4 Million
7.34% of portfolio
|
Q2 2024
Added 2.91%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
317,706
shares
|
$15 Million
0.01% of portfolio
|
Q2 2024
Added 10.04%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
315,020
shares
|
$14.9 Million
0.02% of portfolio
|
Q2 2024
Added 3.64%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
166,757
shares
|
$7.87 Million
2.42% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
156,984
shares
|
$7.41 Million
1.8% of portfolio
|
Q2 2024
Added 5.79%
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 02, 2024 Q2 2024 |
143,354
shares
|
$6.76 Million
0.66% of portfolio
|
Q2 2024
Reduced 55.64%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
129,113
shares
|
$6.09 Million
0.38% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
123,965
shares
|
$5.85 Million
0.41% of portfolio
|
Q2 2024
Added 1.35%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
123,367
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2024
Added 8.12%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
123,086
shares
|
$5.81 Million
0.07% of portfolio
|
Q2 2024
Added 9.52%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
91,488
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
83,425
shares
|
$3.94 Million
0.17% of portfolio
|
Q1 2023
Added 31.53%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
76,551
shares
|
$3.61 Million
0.1% of portfolio
|
Q2 2024
Added 1495.14%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
58,861
shares
|
$2.78 Million
0.08% of portfolio
|
Q2 2024
Added 1.75%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
58,263
shares
|
$2.75 Million
0.14% of portfolio
|
Q2 2024
Added 0.38%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,125
shares
|
$2.74 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
55,073
shares
|
$2.6 Million
0.06% of portfolio
|
Q2 2024
Added 652.57%
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Aug 09, 2024 Q2 2024 |
46,942
shares
|
$2.21 Million
2.08% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
40,040
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
Added 6.91%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
38,265
shares
|
$1.81 Million
0.16% of portfolio
|
Q3 2022
Added 138.68%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
38,215
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Added 9.72%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
37,252
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2024 Q2 2024 |
36,876
shares
|
$1.74 Million
0.58% of portfolio
|
Q2 2024
Added 2.36%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
33,735
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
31,353
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 57.27%
|