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 128 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 $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
86,370
shares
|
$4.93 Million
3.49% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
81,873
shares
|
$4.67 Million
0.46% of portfolio
|
Q3 2024
Added 341037.5%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
62,500
shares
|
$3.57 Million
1.18% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
60,451
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
51,918
shares
|
$2.96 Million
0.1% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
50,684
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
46,718
shares
|
$2.67 Million
1.04% of portfolio
|
Q3 2024
Added 32.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
46,260
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
43,416
shares
|
$2.48 Million
1.03% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
42,296
shares
|
$2.41 Million
0.2% of portfolio
|
Q3 2024
Added 360.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
39,962
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
38,128
shares
|
$2.18 Million
0.36% of portfolio
|
Q3 2024
Added 279.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
37,053
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
36,601
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
34,026
shares
|
$1.94 Million
0.43% of portfolio
|
Q3 2024
Added 371.01%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
32,628
shares
|
$1.86 Million
1.03% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
31,105
shares
|
$1.78 Million
0.37% of portfolio
|
Q1 2024
Reduced 13.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
30,607
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2022
Added 84.8%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
30,399
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
29,295
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2023
Added 8.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,390
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 46.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
27,717
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
27,016
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,266
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
23,657
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2024
Added 0.28%
|