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 |
|---|---|---|---|---|---|
|
Passive Capital Management, Llc.
Baltimore, MD |
Sep 25, 2024 Q2 2024 |
11,974
shares
|
$775,196
0.27% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
11,350
shares
|
$734,799
0.0% of portfolio
|
Q2 2024
Reduced 58.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,386
shares
|
$672,389
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,336
shares
|
$669,152
0.0% of portfolio
|
Q2 2023
Added 86.71%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,013
shares
|
$648,241
0.15% of portfolio
|
Q3 2024
Added 128.4%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
9,684
shares
|
$626,942
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
9,684
shares
|
$626,942
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
9,600
shares
|
$621,504
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
9,600
shares
|
$621,504
0.0% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
9,124
shares
|
$590,687
0.08% of portfolio
|
Q2 2024
Reduced 38.61%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
8,848
shares
|
$572,819
0.11% of portfolio
|
Q2 2024
Added 120.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,631
shares
|
$558,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
8,240
shares
|
$533,457
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2024 Q4 2023 |
6,007
shares
|
$388,893
0.31% of portfolio
|
Q3 2023
Reduced 8.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
5,899
shares
|
$381,901
0.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
5,794
shares
|
$375,103
0.04% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
5,250
shares
|
$339,885
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
5,179
shares
|
$335,288
0.24% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,175
shares
|
$335,029
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
3,985
shares
|
$257,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
3,910
shares
|
$253,133
0.03% of portfolio
|
Q3 2022
Added 25.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
3,685
shares
|
$238,566
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,390
shares
|
$219,468
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
3,295
shares
|
$213,318
0.15% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,786
shares
|
$180,365
0.0% of portfolio
|
Q2 2024
Added 244.8%
|