Institutional Ownership American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV). We have compiled data on the 763 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
77,797
shares
|
$7.68 Million
0.83% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
77,062
shares
|
$7.61 Million
0.57% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
76,200
shares
|
$7.53 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
76,008
shares
|
$7.51 Million
1.62% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
74,926
shares
|
$7.4 Million
1.83% of portfolio
|
Q3 2024
Added 31.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
74,864
shares
|
$7.39 Million
0.18% of portfolio
|
Q3 2024
Added 273.57%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
74,725
shares
|
$7.38 Million
1.55% of portfolio
|
Q4 2024
Added 47.17%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
72,988
shares
|
$7.21 Million
5.72% of portfolio
|
Q3 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
72,835
shares
|
$7.19 Million
2.07% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
72,676
shares
|
$7.18 Million
0.08% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
72,552
shares
|
$7.17 Million
3.27% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
72,178
shares
|
$7.13 Million
2.71% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
72,128
shares
|
$7.12 Million
0.37% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
71,377
shares
|
$7.05 Million
4.06% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
71,217
shares
|
$7.03 Million
3.18% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
70,426
shares
|
$6.96 Million
3.42% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
70,369
shares
|
$6.95 Million
1.01% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
68,632
shares
|
$6.78 Million
0.72% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
68,559
shares
|
$6.77 Million
0.73% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
68,512
shares
|
$6.77 Million
3.7% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
67,302
shares
|
$6.65 Million
0.16% of portfolio
|
Q4 2024
Added 32.59%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
67,203
shares
|
$6.64 Million
0.12% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
65,503
shares
|
$6.47 Million
0.51% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
65,304
shares
|
$6.45 Million
2.72% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
65,268
shares
|
$6.45 Million
2.73% of portfolio
|
Q3 2024
Added 10.31%
|