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 837 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
40,857
shares
|
$3.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
40,681
shares
|
$3.6 Million
0.58% of portfolio
|
Q4 2024
Added 39.92%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
40,539
shares
|
$3.59 Million
3.28% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
40,028
shares
|
$3.54 Million
0.15% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,750
shares
|
$3.52 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
39,519
shares
|
$3.5 Million
2.19% of portfolio
|
Q4 2024
Added 289.31%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
39,271
shares
|
$3.47 Million
1.9% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
38,806
shares
|
$3.43 Million
2.28% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
38,761
shares
|
$3.43 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
38,257
shares
|
$3.38 Million
0.19% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
37,842
shares
|
$3.35 Million
1.91% of portfolio
|
Q4 2024
Reduced 46.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,796
shares
|
$3.34 Million
0.12% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
37,698
shares
|
$3.34 Million
0.4% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
36,745
shares
|
$3.25 Million
0.57% of portfolio
|
Q4 2024
Added 935.95%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
36,064
shares
|
$3.19 Million
0.39% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
34,646
shares
|
$3.07 Million
0.95% of portfolio
|
Q4 2024
Added 77.81%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
34,645
shares
|
$3.07 Million
0.51% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
34,474
shares
|
$3.05 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
34,307
shares
|
$3.04 Million
0.05% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
34,268
shares
|
$3.03 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
33,426
shares
|
$2.96 Million
0.7% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
32,522
shares
|
$2.88 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
31,759
shares
|
$2.81 Million
0.48% of portfolio
|
Q2 2024
Reduced 30.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
31,604
shares
|
$2.8 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
31,517
shares
|
$2.79 Million
0.64% of portfolio
|
Q4 2024
Added 4.89%
|