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 771 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 $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
5,897
shares
|
$587,400
0.18% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
5,774
shares
|
$575,148
0.14% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,662
shares
|
$563,991
0.19% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,618
shares
|
$559,608
0.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
5,614
shares
|
$559,210
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,567
shares
|
$554,528
0.01% of portfolio
|
Q2 2024
Added 14.9%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,531
shares
|
$550,942
0.18% of portfolio
|
Q4 2024
Reduced 73.52%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,515
shares
|
$549,349
0.59% of portfolio
|
Q2 2024
Added 14.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,497
shares
|
$547,556
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,490
shares
|
$546,858
0.19% of portfolio
|
Q3 2023
Reduced 14.42%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,374
shares
|
$535,304
0.03% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,334
shares
|
$531,319
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,301
shares
|
$528,032
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,292
shares
|
$527,136
0.05% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
5,232
shares
|
$521,159
0.56% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
5,216
shares
|
$519,565
0.38% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,099
shares
|
$507,911
0.03% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,083
shares
|
$506,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,049
shares
|
$502,930
0.03% of portfolio
|
Q3 2024
Reduced 33.2%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,028
shares
|
$500,839
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,021
shares
|
$500,141
0.02% of portfolio
|
Q3 2023
Added 26.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$498,050
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,981
shares
|
$496,157
0.0% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,981
shares
|
$496,157
0.0% of portfolio
|
Q3 2024
Added 115.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,961
shares
|
$494,165
0.16% of portfolio
|
Q4 2024
Added 225.95%
|