Institutional Ownership American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
78,969
shares
|
$7.85 Million
1.2% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
78,188
shares
|
$7.77 Million
0.83% of portfolio
|
Q3 2024
Added 198.8%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
77,021
shares
|
$7.66 Million
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
75,867
shares
|
$7.54 Million
0.51% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
73,741
shares
|
$7.33 Million
1.35% of portfolio
|
Q3 2024
Added 35.52%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
73,589
shares
|
$7.32 Million
3.2% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
71,143
shares
|
$7.07 Million
3.73% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
71,111
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2024
Added 189.32%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
70,166
shares
|
$6.98 Million
1.88% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
70,142
shares
|
$6.97 Million
4.85% of portfolio
|
Q4 2023
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
68,519
shares
|
$6.81 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
67,446
shares
|
$6.7 Million
3.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,807
shares
|
$6.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
66,331
shares
|
$6.59 Million
0.16% of portfolio
|
Q3 2024
Added 192.58%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
64,834
shares
|
$6.45 Million
4.31% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
64,757
shares
|
$6.44 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
63,729
shares
|
$6.34 Million
3.33% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
56,711
shares
|
$5.64 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
54,863
shares
|
$5.45 Million
1.13% of portfolio
|
Q1 2024
Reduced 35.81%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
54,081
shares
|
$5.38 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
53,470
shares
|
$5.32 Million
0.37% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
53,441
shares
|
$5.31 Million
1.3% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
53,403
shares
|
$5.31 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
52,460
shares
|
$5.22 Million
1.65% of portfolio
|
Q3 2024
Added 27.62%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
51,966
shares
|
$5.17 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.37%
|