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 56 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 $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,468
shares
|
$710,149
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,336
shares
|
$701,194
0.0% of portfolio
|
Q2 2023
Added 86.71%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,013
shares
|
$679,281
0.15% of portfolio
|
Q3 2024
Added 128.4%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
9,985
shares
|
$677,382
0.12% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,684
shares
|
$656,962
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,684
shares
|
$656,962
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
9,600
shares
|
$651,264
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,139
shares
|
$619,989
0.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,823
shares
|
$598,552
0.0% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
8,240
shares
|
$559,001
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
6,007
shares
|
$407,514
0.22% of portfolio
|
Q3 2023
Reduced 8.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
5,899
shares
|
$400,188
0.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
5,794
shares
|
$393,064
0.04% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,250
shares
|
$356,160
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
5,179
shares
|
$351,343
0.24% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,175
shares
|
$351,072
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,692
shares
|
$318,305
0.01% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,430
shares
|
$300,531
0.03% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,939
shares
|
$267,221
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
3,472
shares
|
$235,540
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,390
shares
|
$229,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
3,295
shares
|
$223,532
0.15% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,342
shares
|
$158,881
0.06% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
975
shares
|
$66,144
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
934
shares
|
$63,362
0.04% of portfolio
|
Q4 2023
New holding
|