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 56 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
388,873
shares
|
$25.7 Million
17.65% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
310,471
shares
|
$20.5 Million
0.86% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
159,916
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
156,466
shares
|
$10.3 Million
4.58% of portfolio
|
Q2 2023
Added 1.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
140,636
shares
|
$9.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,811
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
96,131
shares
|
$6.35 Million
2.23% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
78,423
shares
|
$5.18 Million
3.59% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
59,496
shares
|
$3.93 Million
0.43% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
48,950
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,818
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
33,954
shares
|
$2.24 Million
1.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
32,945
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,893
shares
|
$2.17 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
29,828
shares
|
$1.97 Million
1.55% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
24,725
shares
|
$1.63 Million
0.32% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
24,010
shares
|
$1.59 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
23,338
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
22,019
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
21,451
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,092
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
18,685
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
17,090
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
14,899
shares
|
$984,227
0.65% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
11,667
shares
|
$770,722
0.27% of portfolio
|
Q3 2024
Reduced 2.56%
|