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 734 institutions that hold shares in the stock, with a total of 99 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
160,048
shares
|
$16.2 Million
0.1% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
159,761
shares
|
$16.1 Million
4.41% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
156,301
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2024
Added 62.78%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
155,982
shares
|
$15.7 Million
6.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
154,951
shares
|
$15.6 Million
1.85% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
154,869
shares
|
$15.6 Million
3.37% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
151,788
shares
|
$15.3 Million
0.98% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
151,464
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
149,674
shares
|
$15.1 Million
2.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
149,333
shares
|
$15.1 Million
1.79% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
149,220
shares
|
$15.1 Million
3.64% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
148,684
shares
|
$15 Million
0.81% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
148,666
shares
|
$15 Million
3.25% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
148,091
shares
|
$14.9 Million
0.08% of portfolio
|
Q3 2024
Added 114.05%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
146,268
shares
|
$14.8 Million
1.66% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
145,150
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
144,419
shares
|
$14.6 Million
7.65% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
138,688
shares
|
$14 Million
3.66% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
137,213
shares
|
$13.8 Million
2.97% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
135,792
shares
|
$13.7 Million
7.69% of portfolio
|
Q1 2023
Added 3.82%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
135,501
shares
|
$13.7 Million
2.51% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
134,384
shares
|
$13.6 Million
2.23% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
133,648
shares
|
$13.5 Million
7.48% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
132,024
shares
|
$13.3 Million
3.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
128,304
shares
|
$12.9 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|