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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
127,131
shares
|
$12.8 Million
2.41% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
124,518
shares
|
$12.6 Million
0.54% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
123,906
shares
|
$12.5 Million
7.36% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
123,701
shares
|
$12.5 Million
6.92% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
121,471
shares
|
$12.3 Million
0.34% of portfolio
|
Q3 2024
Added 79.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
121,367
shares
|
$12.2 Million
4.02% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
121,277
shares
|
$12.2 Million
6.42% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
121,057
shares
|
$12.2 Million
0.76% of portfolio
|
Q3 2024
Added 59.11%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
120,100
shares
|
$12.1 Million
1.52% of portfolio
|
Q3 2024
Added 1516.64%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
119,978
shares
|
$12.1 Million
1.54% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
119,769
shares
|
$12.1 Million
2.71% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
118,015
shares
|
$11.9 Million
3.7% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
115,952
shares
|
$11.7 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
115,952
shares
|
$11.7 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
115,553
shares
|
$11.7 Million
0.35% of portfolio
|
Q2 2024
Added 9.89%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
114,745
shares
|
$11.6 Million
1.25% of portfolio
|
Q3 2024
Added 25.51%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
114,385
shares
|
$11.5 Million
1.24% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
114,228
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
114,069
shares
|
$11.5 Million
0.28% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
113,662
shares
|
$11.5 Million
9.41% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
113,022
shares
|
$11.4 Million
1.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
112,892
shares
|
$11.4 Million
0.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
112,766
shares
|
$11.4 Million
3.15% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
112,712
shares
|
$11.4 Million
3.64% of portfolio
|
Q2 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
111,842
shares
|
$11.3 Million
3.32% of portfolio
|
Q3 2024
Added 5.19%
|