Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
379,408
shares
|
$23.4 Million
16.33% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$19.7 Million
0.92% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
162,803
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$9.64 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
139,519
shares
|
$8.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
137,887
shares
|
$8.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
117,491
shares
|
$7.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
101,435
shares
|
$6.25 Million
2.27% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,405
shares
|
$5.82 Million
0.01% of portfolio
|
Q4 2024
Added 92.86%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
65,252
shares
|
$4.02 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
64,072
shares
|
$3.95 Million
0.45% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
47,340
shares
|
$2.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
44,197
shares
|
$2.72 Million
2.1% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
34,987
shares
|
$2.16 Million
0.45% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
33,575
shares
|
$2.07 Million
1.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
32,893
shares
|
$2.03 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
31,781
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,924
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
21,825
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,970
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
19,564
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
18,102
shares
|
$1.12 Million
0.81% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
16,336
shares
|
$1.01 Million
0.66% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
16,087
shares
|
$991,441
0.04% of portfolio
|
Q4 2024
Reduced 5.87%
|