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 $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
186,796
shares
|
$18.1 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
185,500
shares
|
$18 Million
0.52% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
184,504
shares
|
$17.9 Million
0.04% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
181,725
shares
|
$17.6 Million
6.36% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
181,417
shares
|
$17.6 Million
9.43% of portfolio
|
Q3 2024
Added 55.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
178,944
shares
|
$17.4 Million
2.34% of portfolio
|
Q1 2023
Added 6.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,677
shares
|
$17.2 Million
0.09% of portfolio
|
Q2 2023
Reduced 13.47%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
177,435
shares
|
$17.2 Million
6.05% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
175,692
shares
|
$17.1 Million
1.67% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
175,003
shares
|
$17 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
174,919
shares
|
$17 Million
0.07% of portfolio
|
Q3 2024
Added 52.85%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
168,362
shares
|
$16.3 Million
4.35% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
168,221
shares
|
$16.3 Million
7.7% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
167,907
shares
|
$16.3 Million
3.15% of portfolio
|
Q4 2023
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
166,279
shares
|
$16.1 Million
3.37% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
166,157
shares
|
$16.1 Million
3.74% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
165,338
shares
|
$16.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
162,032
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
162,012
shares
|
$15.7 Million
5.41% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
161,880
shares
|
$15.7 Million
5.21% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
161,559
shares
|
$15.7 Million
5.34% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
161,458
shares
|
$15.7 Million
2.55% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
160,419
shares
|
$15.6 Million
2.95% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
160,396
shares
|
$15.6 Million
5.47% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
160,070
shares
|
$15.5 Million
0.06% of portfolio
|
Q3 2024
Added 34.96%
|