Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 2.23 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
379,408
shares
|
$26 Million
16.33% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
319,392
shares
|
$21.9 Million
0.92% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
162,803
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$10.7 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
139,519
shares
|
$9.57 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
117,491
shares
|
$8.06 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
100,039
shares
|
$6.86 Million
2.29% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,405
shares
|
$6.48 Million
0.01% of portfolio
|
Q4 2024
Added 92.86%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
66,766
shares
|
$4.58 Million
3.66% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
64,072
shares
|
$4.4 Million
0.45% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
47,340
shares
|
$3.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
47,339
shares
|
$3.25 Million
2.49% of portfolio
|
Q4 2024
Added 58.71%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
34,987
shares
|
$2.4 Million
0.45% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
33,572
shares
|
$2.3 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
32,893
shares
|
$2.26 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
31,781
shares
|
$2.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
24,010
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,924
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
21,451
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,970
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
16,591
shares
|
$1.14 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
16,087
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
14,839
shares
|
$1.02 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
14,535
shares
|
$997,246
0.0% of portfolio
|
Q4 2024
New holding
|