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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
37,234
shares
|
$3.68 Million
2.81% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
36,916
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
36,023
shares
|
$3.56 Million
0.07% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
34,967
shares
|
$3.46 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
34,624
shares
|
$3.43 Million
2.04% of portfolio
|
Q3 2024
Added 82.79%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
33,957
shares
|
$3.36 Million
1.01% of portfolio
|
Q4 2022
Added 11.01%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
33,941
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
33,206
shares
|
$3.29 Million
0.39% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,557
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,021
shares
|
$3.17 Million
1.08% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
31,197
shares
|
$3.09 Million
1.27% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
30,319
shares
|
$3 Million
1.09% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,677
shares
|
$2.94 Million
0.31% of portfolio
|
Q1 2023
Reduced 2.89%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
29,520
shares
|
$2.92 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,933
shares
|
$2.86 Million
0.14% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,760
shares
|
$2.85 Million
0.1% of portfolio
|
Q3 2024
Added 582.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
27,830
shares
|
$2.75 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
26,616
shares
|
$2.63 Million
0.23% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
24,393
shares
|
$2.41 Million
0.26% of portfolio
|
Q3 2024
Added 8519.43%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
24,330
shares
|
$2.41 Million
1.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
24,274
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
23,101
shares
|
$2.29 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,667
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,029
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
20,931
shares
|
$2.07 Million
0.78% of portfolio
|
Q3 2024
Reduced 68.1%
|