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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
96,972
shares
|
$9.79 Million
1.11% of portfolio
|
Q4 2023
Added 49.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
96,537
shares
|
$9.74 Million
0.03% of portfolio
|
Q3 2024
Added 687.48%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
96,271
shares
|
$9.72 Million
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
95,706
shares
|
$9.66 Million
2.92% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
95,476
shares
|
$9.64 Million
3.58% of portfolio
|
Q3 2024
Reduced 34.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
95,398
shares
|
$9.63 Million
0.18% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
95,211
shares
|
$9.61 Million
2.13% of portfolio
|
Q3 2024
Added 235.47%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
94,736
shares
|
$9.56 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
94,687
shares
|
$9.56 Million
7.46% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
94,570
shares
|
$9.54 Million
1.01% of portfolio
|
Q3 2024
Added 69.12%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
92,566
shares
|
$9.34 Million
0.75% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
90,740
shares
|
$9.16 Million
1.98% of portfolio
|
Q4 2023
Added 1.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
89,209
shares
|
$9 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
88,785
shares
|
$8.96 Million
0.17% of portfolio
|
Q2 2024
Added 36.31%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
88,129
shares
|
$8.89 Million
4.69% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
88,090
shares
|
$8.89 Million
0.82% of portfolio
|
Q3 2024
Added 766.43%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
87,799
shares
|
$8.86 Million
1.47% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
87,635
shares
|
$8.85 Million
0.25% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
85,904
shares
|
$8.67 Million
1.06% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
84,859
shares
|
$8.56 Million
2.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
83,953
shares
|
$8.47 Million
0.09% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
83,020
shares
|
$8.38 Million
1.72% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
81,757
shares
|
$8.25 Million
3.15% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
81,182
shares
|
$8.19 Million
1.65% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
80,084
shares
|
$8.08 Million
3.03% of portfolio
|
Q3 2024
Added 8.2%
|