Institutional Ownership American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,613,311
shares
|
$72 Million
0.45% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
702,257
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
256,367
shares
|
$11.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
252,910
shares
|
$11.3 Million
2.76% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
178,548
shares
|
$7.97 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
144,218
shares
|
$6.43 Million
0.27% of portfolio
|
Q4 2021
Added 4.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
93,884
shares
|
$4.19 Million
0.01% of portfolio
|
Q4 2024
Added 46.28%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,291
shares
|
$3.67 Million
0.01% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
76,556
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 52.11%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
62,123
shares
|
$2.77 Million
1.44% of portfolio
|
Q4 2024
Added 1097.67%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
61,903
shares
|
$2.76 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
48,470
shares
|
$2.16 Million
0.56% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
36,701
shares
|
$1.64 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
36,073
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.43 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
31,404
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 69.44%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
31,110
shares
|
$1.39 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
30,875
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,637
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
17,139
shares
|
$764,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,626
shares
|
$563,245
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
12,597
shares
|
$561,952
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
11,525
shares
|
$514,130
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,086
shares
|
$494,546
0.0% of portfolio
|
Q4 2024
Added 108.5%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,000
shares
|
$490,710
0.29% of portfolio
|
Q4 2024
New holding
|