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 58 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
38,265
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2022
Added 138.68%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
36,570
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
28,971
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
27,221
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 466.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
26,670
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
19,227
shares
|
$890,210
0.2% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,529
shares
|
$533,792
0.19% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
10,963
shares
|
$507,586
0.09% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
10,743
shares
|
$497,400
0.24% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,884
shares
|
$411,329
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
8,829
shares
|
$408,782
0.02% of portfolio
|
Q2 2024
Reduced 47.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,730
shares
|
$404,199
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,730
shares
|
$404,199
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
8,423
shares
|
$389,984
0.17% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,154
shares
|
$331,230
0.12% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
6,862
shares
|
$317,710
0.21% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,815
shares
|
$315,534
0.02% of portfolio
|
Q3 2024
Added 54.96%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
6,701
shares
|
$310,256
0.1% of portfolio
|
Q3 2022
Reduced 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,174
shares
|
$285,856
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
5,255
shares
|
$243,306
0.18% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
5,229
shares
|
$242,102
0.12% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,574
shares
|
$211,776
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
2,977
shares
|
$137,835
0.01% of portfolio
|
Q2 2024
Reduced 53.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,595
shares
|
$120,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,040
shares
|
$94,452
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|