Institutional Ownership American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
6,325
shares
|
$625,795
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,306
shares
|
$623,915
0.01% of portfolio
|
Q3 2024
Reduced 54.91%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,236
shares
|
$616,989
0.28% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,227
shares
|
$616,099
0.17% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,200
shares
|
$613,428
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,000
shares
|
$593,640
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,905
shares
|
$584,240
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
5,805
shares
|
$574,346
0.07% of portfolio
|
Q4 2023
Reduced 6.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,703
shares
|
$564,254
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,698
shares
|
$563,760
0.2% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,649
shares
|
$558,912
0.07% of portfolio
|
Q1 2024
Reduced 51.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,470
shares
|
$541,201
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
5,392
shares
|
$533,484
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$526,558
0.01% of portfolio
|
Q3 2020
Added 30.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,247
shares
|
$519,138
0.0% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$509,639
0.0% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
5,141
shares
|
$508,650
0.37% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,141
shares
|
$508,650
0.14% of portfolio
|
Q2 2024
Added 78.94%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
5,123
shares
|
$506,869
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
5,115
shares
|
$506,078
0.36% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$494,700
0.0% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,992
shares
|
$493,908
0.15% of portfolio
|
Q1 2024
Reduced 91.97%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
4,929
shares
|
$487,675
0.21% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,854
shares
|
$480,254
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,851
shares
|
$479,957
0.06% of portfolio
|
Q3 2022
New holding
|