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 71 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
16,336
shares
|
$1.08 Million
0.66% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,492
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,783
shares
|
$976,269
0.0% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,531
shares
|
$959,627
0.0% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
13,776
shares
|
$909,767
0.12% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,595
shares
|
$897,813
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12,045
shares
|
$795,451
0.09% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,232
shares
|
$741,761
0.14% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,067
shares
|
$730,864
0.14% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
10,792
shares
|
$712,703
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,336
shares
|
$682,589
0.0% of portfolio
|
Q2 2023
Added 86.71%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
9,600
shares
|
$633,984
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
9,058
shares
|
$598,190
0.42% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,972
shares
|
$592,510
0.24% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
7,529
shares
|
$497,215
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,512
shares
|
$496,092
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,899
shares
|
$455,609
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
6,485
shares
|
$428,269
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
6,321
shares
|
$417,438
0.11% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
6,163
shares
|
$407,004
0.27% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
5,894
shares
|
$389,239
0.09% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,320
shares
|
$351,332
0.04% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,280
shares
|
$348,691
0.0% of portfolio
|
Q1 2025
Reduced 63.67%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,250
shares
|
$346,710
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
5,197
shares
|
$343,209
0.21% of portfolio
|
Q1 2025
Added 0.15%
|