Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 686,818 shares, which have been reported (via 13F filing form) to have a value of $34.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
148,995
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
95,985
shares
|
$4.92 Million
0.59% of portfolio
|
Q4 2023
Reduced 13.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,873
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,899
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 84.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,821
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 46.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,362
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
22,054
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,599
shares
|
$952,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
18,340
shares
|
$939,191
0.32% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
15,318
shares
|
$784,434
0.64% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,551
shares
|
$745,156
0.06% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
14,534
shares
|
$744,286
0.03% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,320
shares
|
$682,117
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,826
shares
|
$605,609
0.13% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$549,432
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,844
shares
|
$504,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,466
shares
|
$484,753
0.1% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
9,054
shares
|
$463,655
0.25% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
7,164
shares
|
$366,868
0.29% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,880
shares
|
$352,324
0.02% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
6,129
shares
|
$313,866
0.05% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,755
shares
|
$294,713
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,602
shares
|
$286,878
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
5,127
shares
|
$262,553
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,963
shares
|
$254,155
0.0% of portfolio
|
Q3 2024
Added 0.96%
|