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 58 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $135 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
|
$23.2 Million
15.71% of portfolio
|
Q2 2024
Added 9.05%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
299,481
shares
|
$19.4 Million
0.84% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
159,619
shares
|
$10.3 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
|
$10.1 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
|
$9.14 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,811
shares
|
$7.56 Million
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
96,131
shares
|
$6.22 Million
2.23% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
78,423
shares
|
$5.08 Million
3.59% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
59,496
shares
|
$3.85 Million
0.43% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
50,189
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
48,009
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.04%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
33,954
shares
|
$2.2 Million
1.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
32,945
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
32,893
shares
|
$2.13 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
29,828
shares
|
$1.93 Million
1.55% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
24,010
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
23,925
shares
|
$1.55 Million
0.56% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
23,452
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2024
Added 203.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
21,715
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
21,451
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
20,804
shares
|
$1.35 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
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
16,298
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Added 18.66%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
14,899
shares
|
$964,561
0.65% of portfolio
|
Q3 2024
Added 2.77%
|