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 55 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
358,347
shares
|
$22.4 Million
15.71% of portfolio
|
Q2 2024
Added 9.05%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
299,481
shares
|
$18.7 Million
0.84% of portfolio
|
Q2 2024
Added 3.42%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
159,619
shares
|
$9.97 Million
0.02% of portfolio
|
Q2 2024
Added 324.11%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$9.77 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
141,200
shares
|
$8.82 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
113,843
shares
|
$7.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
82,454
shares
|
$5.15 Million
1.89% of portfolio
|
Q2 2024
Added 33.64%
|
|
Northland Capital Management LLC
|
Jul 17, 2024 Q2 2024 |
71,137
shares
|
$4.44 Million
3.24% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
59,496
shares
|
$3.72 Million
0.43% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
50,189
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
48,009
shares
|
$3 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.04%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 30, 2024 Q2 2024 |
33,951
shares
|
$2.12 Million
1.15% of portfolio
|
Q2 2024
Added 0.01%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
32,893
shares
|
$2.05 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
30,626
shares
|
$1.91 Million
0.21% of portfolio
|
Q2 2024
Added 63.93%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
29,599
shares
|
$1.85 Million
1.49% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
24,010
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
23,925
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2024
Added 1.39%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
23,452
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Added 203.39%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
21,715
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 2.2%
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
21,659
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2024
Added 0.51%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
20,804
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2024
Added 63.18%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,218
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
16,298
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Added 18.66%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Aug 05, 2024 Q2 2024 |
14,497
shares
|
$905,337
0.6% of portfolio
|
Q2 2024
Added 237.06%
|