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 46 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 $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$71 Million
0.45% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
702,257
shares
|
$30.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
265,222
shares
|
$11.7 Million
2.89% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
256,367
shares
|
$11.3 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
178,548
shares
|
$7.86 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
144,218
shares
|
$6.35 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
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Added 46.28%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,291
shares
|
$3.62 Million
0.01% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
76,556
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 52.11%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
62,123
shares
|
$2.74 Million
1.44% of portfolio
|
Q4 2024
Added 1097.67%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
61,903
shares
|
$2.73 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
51,164
shares
|
$2.25 Million
0.57% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
36,701
shares
|
$1.62 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
36,073
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.41 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
31,404
shares
|
$1.38 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
|
$1.37 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
30,875
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,252
shares
|
$979,755
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
17,139
shares
|
$754,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,626
shares
|
$555,922
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
12,597
shares
|
$554,645
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
11,525
shares
|
$507,445
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,086
shares
|
$488,116
0.0% of portfolio
|
Q4 2024
Added 108.5%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,000
shares
|
$484,330
0.29% of portfolio
|
Q4 2024
New holding
|