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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
55,659
shares
|
$5.56 Million
0.21% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
55,098
shares
|
$5.5 Million
1.85% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
54,990
shares
|
$5.49 Million
4.69% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
54,915
shares
|
$5.48 Million
0.16% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
54,459
shares
|
$5.44 Million
2.76% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
54,069
shares
|
$5.4 Million
0.19% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
53,314
shares
|
$5.32 Million
0.05% of portfolio
|
Q3 2024
Added 30.35%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
53,212
shares
|
$5.31 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
52,804
shares
|
$5.27 Million
1.07% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
52,651
shares
|
$5.26 Million
0.82% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
52,648
shares
|
$5.26 Million
1.76% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
52,535
shares
|
$5.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
52,039
shares
|
$5.19 Million
3.34% of portfolio
|
Q3 2024
Added 46.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
51,754
shares
|
$5.17 Million
0.07% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
51,387
shares
|
$5.13 Million
1.11% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,049
shares
|
$5.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
50,980
shares
|
$5.09 Million
1.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
50,929
shares
|
$5.08 Million
2.74% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
50,500
shares
|
$5.04 Million
2.0% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
49,508
shares
|
$4.94 Million
3.29% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
49,035
shares
|
$4.89 Million
2.98% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
48,762
shares
|
$4.87 Million
1.17% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
48,463
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
47,882
shares
|
$4.78 Million
1.53% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
47,451
shares
|
$4.74 Million
0.54% of portfolio
|
Q3 2024
Added 20.83%
|