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 39 institutions that hold shares in the stock, with a total of 1.93 Million shares, which have been reported (via 13F filing form) to have a value of $85.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,553
shares
|
$246,664
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,468
shares
|
$242,888
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,435
shares
|
$241,422
0.02% of portfolio
|
Q2 2025
Added 113.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,043
shares
|
$224,010
0.01% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4,682
shares
|
$207,974
0.09% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,330
shares
|
$192,338
0.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,300
shares
|
$191,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
3,805
shares
|
$169,018
0.08% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
3,540
shares
|
$157,246
0.09% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,417
shares
|
$151,783
0.02% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
582
shares
|
$25,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
108
shares
|
$4,797
0.0% of portfolio
|
Q1 2025
Reduced 91.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|