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 760 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
87,635
shares
|
$8.75 Million
0.25% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
87,488
shares
|
$8.73 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
87,026
shares
|
$8.69 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
87,012
shares
|
$8.69 Million
0.3% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
85,904
shares
|
$8.57 Million
1.06% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
85,129
shares
|
$8.5 Million
4.37% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
84,992
shares
|
$8.48 Million
0.44% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
84,859
shares
|
$8.47 Million
2.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
83,189
shares
|
$8.3 Million
3.02% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
82,780
shares
|
$8.26 Million
3.48% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
82,104
shares
|
$8.2 Million
3.77% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
81,226
shares
|
$8.11 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
81,182
shares
|
$8.1 Million
1.65% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
80,995
shares
|
$8.08 Million
2.54% of portfolio
|
Q4 2024
Added 77.59%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
80,581
shares
|
$8.04 Million
0.96% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
80,284
shares
|
$8.01 Million
0.29% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
80,084
shares
|
$7.99 Million
3.03% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
79,731
shares
|
$7.96 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
78,991
shares
|
$7.88 Million
2.44% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
78,865
shares
|
$7.87 Million
0.34% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
78,723
shares
|
$7.86 Million
3.21% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
78,298
shares
|
$7.82 Million
1.5% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
78,190
shares
|
$7.8 Million
4.15% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
78,178
shares
|
$7.8 Million
0.51% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
77,797
shares
|
$7.77 Million
0.83% of portfolio
|
Q4 2024
Added 7.37%
|