Institutional Ownership American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
11,962,624
shares
|
$680 Million
0.21% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
3,336,687
shares
|
$190 Million
10.53% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
808,609
shares
|
$45.9 Million
0.04% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
540,001
shares
|
$30.7 Million
7.25% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
536,826
shares
|
$30.5 Million
1.78% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
297,066
shares
|
$16.9 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
283,761
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
278,520
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
267,190
shares
|
$15.2 Million
1.43% of portfolio
|
Q3 2024
Added 169.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
252,976
shares
|
$14.4 Million
3.35% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
242,785
shares
|
$13.8 Million
1.11% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
225,435
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
199,739
shares
|
$11.3 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
185,642
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,633
shares
|
$10.5 Million
2.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
176,230
shares
|
$10 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
166,604
shares
|
$9.47 Million
0.99% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
160,698
shares
|
$9.13 Million
0.19% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
151,138
shares
|
$8.59 Million
0.79% of portfolio
|
Q3 2024
Added 823.37%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
147,902
shares
|
$8.4 Million
2.43% of portfolio
|
Q3 2024
Added 39.9%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
126,359
shares
|
$7.18 Million
0.08% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
125,864
shares
|
$7.15 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
120,390
shares
|
$6.84 Million
0.02% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
112,749
shares
|
$6.41 Million
6.96% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
97,326
shares
|
$5.53 Million
1.88% of portfolio
|
Q3 2024
Added 1.33%
|