Institutional Ownership American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,625,381
shares
|
$122 Million
12.66% of portfolio
|
Q4 2024
Added 532.48%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,429,467
shares
|
$66.2 Million
7.36% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
370,893
shares
|
$17.2 Million
0.01% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
342,733
shares
|
$15.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
288,282
shares
|
$13.4 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
185,753
shares
|
$8.61 Million
2.84% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
182,898
shares
|
$8.47 Million
2.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
168,901
shares
|
$7.83 Million
0.08% of portfolio
|
Q4 2024
Added 19.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
128,404
shares
|
$5.95 Million
0.38% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
119,172
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
107,547
shares
|
$4.98 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
97,613
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
92,998
shares
|
$4.31 Million
1.01% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
85,825
shares
|
$3.98 Million
0.16% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
62,287
shares
|
$2.89 Million
0.14% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
60,950
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
56,274
shares
|
$2.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
55,381
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,498
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
51,842
shares
|
$2.4 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
45,717
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
Added 317.01%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
44,251
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,671
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,596
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
38,265
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2022
Added 138.68%
|