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 867 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,810
shares
|
$161,759
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,768
shares
|
$158,006
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,734
shares
|
$154,967
0.0% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,640
shares
|
$146,566
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,522
shares
|
$136,021
0.02% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,390
shares
|
$124,224
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,272
shares
|
$113,678
0.0% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
1,166
shares
|
$104,205
0.01% of portfolio
|
Q3 2022
Added 83.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
1,100
shares
|
$98,307
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,060
shares
|
$94,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
941
shares
|
$84,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
872
shares
|
$77,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
820
shares
|
$73,283
0.04% of portfolio
|
Q2 2024
Added 45.91%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
755
shares
|
$67,474
0.0% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
741
shares
|
$66,223
0.03% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
730
shares
|
$65,240
0.01% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
729
shares
|
$65,150
0.03% of portfolio
|
Q1 2025
Added 49.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
685
shares
|
$61,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
653
shares
|
$58,358
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
609
shares
|
$54,426
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
596
shares
|
$53,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
590
shares
|
$52,728
0.0% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
583
shares
|
$52,102
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
569
shares
|
$50,851
0.0% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
537
shares
|
$47,991
0.01% of portfolio
|
Q1 2024
New holding
|