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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
315,914
shares
|
$31.3 Million
3.13% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
315,199
shares
|
$31.2 Million
13.44% of portfolio
|
Q2 2023
Added 18.26%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
307,701
shares
|
$30.4 Million
18.55% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
303,343
shares
|
$30 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
282,577
shares
|
$28 Million
2.97% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
281,390
shares
|
$27.8 Million
1.65% of portfolio
|
Q3 2022
Reduced 14.13%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
271,992
shares
|
$26.9 Million
9.27% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
264,926
shares
|
$26.2 Million
8.96% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
258,807
shares
|
$25.6 Million
14.35% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
256,985
shares
|
$25.4 Million
0.79% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
250,644
shares
|
$24.8 Million
10.14% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
244,860
shares
|
$24.2 Million
7.87% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
241,271
shares
|
$23.9 Million
5.93% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
235,977
shares
|
$23.3 Million
3.02% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,493
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,504
shares
|
$22.7 Million
5.36% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,727
shares
|
$22.6 Million
0.63% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
223,939
shares
|
$22.2 Million
10.67% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
220,533
shares
|
$21.8 Million
19.18% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
219,923
shares
|
$21.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 82.59%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
217,260
shares
|
$21.5 Million
12.61% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
215,241
shares
|
$21.3 Million
3.28% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
214,008
shares
|
$21.2 Million
0.06% of portfolio
|
Q3 2024
Added 333.93%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
211,951
shares
|
$21 Million
7.52% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
207,774
shares
|
$20.6 Million
0.39% of portfolio
|
Q3 2024
Added 0.71%
|