Institutional Ownership American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV). We have compiled data on the 735 institutions that hold shares in the stock, with a total of 99 Million shares, which have been reported (via 13F filing form) to have a value of $9.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
49,972
shares
|
$4.86 Million
1.11% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
49,508
shares
|
$4.81 Million
3.29% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
49,506
shares
|
$4.81 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
49,372
shares
|
$4.8 Million
2.64% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
49,035
shares
|
$4.77 Million
2.98% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
48,762
shares
|
$4.74 Million
1.17% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
48,489
shares
|
$4.72 Million
1.92% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
48,463
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
47,451
shares
|
$4.61 Million
0.54% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
46,562
shares
|
$4.53 Million
1.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
45,886
shares
|
$4.46 Million
0.73% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
45,863
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
45,609
shares
|
$4.44 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
45,527
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
45,175
shares
|
$4.39 Million
1.69% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
45,080
shares
|
$4.38 Million
3.46% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
45,000
shares
|
$4.38 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
44,833
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
44,665
shares
|
$4.34 Million
1.82% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
44,623
shares
|
$4.34 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
44,171
shares
|
$4.3 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
43,804
shares
|
$4.26 Million
2.09% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
43,514
shares
|
$4.23 Million
1.85% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
42,313
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
42,091
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.66%
|