Institutional Ownership American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $84.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
685,718
shares
|
$30.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
253,990
shares
|
$11.2 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
144,818
shares
|
$6.37 Million
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
86,516
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
85,161
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
83,535
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2025
Added 653.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
77,972
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
67,682
shares
|
$2.98 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
55,420
shares
|
$2.44 Million
0.24% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
53,039
shares
|
$2.33 Million
0.45% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
51,164
shares
|
$2.25 Million
0.57% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.41 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
30,875
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
30,766
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
24,673
shares
|
$1.09 Million
0.68% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,252
shares
|
$979,533
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,410
shares
|
$854,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,060
shares
|
$530,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,642
shares
|
$424,440
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
9,347
shares
|
$411,454
0.07% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
9,242
shares
|
$406,832
0.19% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
8,410
shares
|
$370,208
0.05% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,802
shares
|
$343,444
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,310
shares
|
$321,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,669
shares
|
$293,569
0.0% of portfolio
|
Q1 2025
Reduced 47.18%
|