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 47 institutions that hold shares in the stock, with a total of 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $83.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
267,707
shares
|
$16 Million
10.56% of portfolio
|
Q2 2024
Added 1.41%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
196,442
shares
|
$11.7 Million
1.35% of portfolio
|
Q4 2023
Added 0.4%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
175,725
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Added 271.76%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
74,756
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2024
Added 85.02%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
68,914
shares
|
$4.12 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
66,858
shares
|
$4 Million
1.94% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
59,641
shares
|
$3.57 Million
0.07% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
58,101
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2024
Added 6.76%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
53,597
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
42,558
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Added 0.94%
|
|
Northland Capital Management LLC
|
Jul 17, 2024 Q2 2024 |
35,254
shares
|
$2.11 Million
1.44% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,021
shares
|
$1.79 Million
0.62% of portfolio
|
Q2 2024
Added 10.14%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
26,840
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2024
Added 2.79%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 30, 2024 Q2 2024 |
26,495
shares
|
$1.58 Million
0.81% of portfolio
|
Q2 2024
Added 0.03%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
21,917
shares
|
$1.31 Million
0.94% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
20,713
shares
|
$1.24 Million
0.94% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
19,820
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2022
Added 18.62%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 31, 2024 Q2 2024 |
17,521
shares
|
$1.05 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
15,941
shares
|
$953,112
0.15% of portfolio
|
Q2 2024
Added 22.28%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
11,424
shares
|
$683,040
0.07% of portfolio
|
Q3 2022
New holding
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
10,240
shares
|
$612,249
0.24% of portfolio
|
Q1 2024
Added 0.43%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
9,941
shares
|
$594,372
0.06% of portfolio
|
Q2 2024
Added 51.36%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
8,613
shares
|
$514,971
0.02% of portfolio
|
Q2 2024
Added 93.64%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
7,504
shares
|
$448,664
0.04% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
7,274
shares
|
$434,912
0.03% of portfolio
|
Q2 2024
Reduced 49.57%
|