Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $85.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,248
shares
|
$617,339
0.02% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
8,736
shares
|
$526,256
0.03% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
8,565
shares
|
$515,955
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
7,354
shares
|
$443,004
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
6,595
shares
|
$397,282
0.08% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,070
shares
|
$365,656
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
5,840
shares
|
$351,801
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,498
shares
|
$331,199
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,200
shares
|
$313,248
0.04% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
5,054
shares
|
$304,452
0.1% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,017
shares
|
$302,224
0.0% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,017
shares
|
$302,224
0.0% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
4,938
shares
|
$297,465
0.05% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
4,890
shares
|
$294,573
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,004
shares
|
$241,200
0.02% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,030
shares
|
$182,527
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
2,800
shares
|
$168,672
0.09% of portfolio
|
Q2 2024
Reduced 20.45%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,778
shares
|
$167,346
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,283
shares
|
$137,527
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,787
shares
|
$107,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,336
shares
|
$80,480
0.05% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
990
shares
|
$59,637
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
737
shares
|
$44,396
0.0% of portfolio
|
Q3 2024
Reduced 41.74%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
687
shares
|
$41,384
0.0% of portfolio
|
Q4 2024
Added 35.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
404
shares
|
$24,336
0.02% of portfolio
|
Q2 2024
Reduced 16.53%
|