Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $86 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
276,400
shares
|
$16.7 Million
10.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
201,107
shares
|
$12.1 Million
1.19% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
181,159
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
68,364
shares
|
$4.13 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$4.03 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
64,877
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
57,950
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
55,956
shares
|
$3.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,087
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
32,270
shares
|
$1.95 Million
0.35% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,156
shares
|
$1.94 Million
0.62% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
30,676
shares
|
$1.85 Million
1.42% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
26,219
shares
|
$1.58 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
25,025
shares
|
$1.51 Million
1.11% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
21,917
shares
|
$1.32 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
19,573
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
17,010
shares
|
$1.03 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
12,821
shares
|
$773,747
0.07% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,675
shares
|
$764,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,604
shares
|
$760,651
0.0% of portfolio
|
Q4 2024
Reduced 70.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,453
shares
|
$751,538
0.0% of portfolio
|
Q4 2024
Reduced 56.5%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,573
shares
|
$698,430
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
11,424
shares
|
$689,438
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
10,554
shares
|
$636,933
0.25% of portfolio
|
Q4 2024
New holding
|