Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
14,535
shares
|
$865,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,384
shares
|
$856,423
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,598
shares
|
$809,624
0.0% of portfolio
|
Q4 2024
Added 54.12%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
12,598
shares
|
$750,084
0.29% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
12,576
shares
|
$748,775
0.11% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,227
shares
|
$727,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12,045
shares
|
$717,159
0.09% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,555
shares
|
$687,984
0.0% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
11,555
shares
|
$687,984
0.0% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,067
shares
|
$658,929
0.14% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
10,741
shares
|
$639,519
0.14% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,453
shares
|
$622,371
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,336
shares
|
$615,405
0.0% of portfolio
|
Q2 2023
Added 86.71%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
9,600
shares
|
$571,584
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
8,958
shares
|
$533,359
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
8,240
shares
|
$490,609
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
6,398
shares
|
$380,936
0.12% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
6,163
shares
|
$366,945
0.27% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
5,521
shares
|
$328,720
0.09% of portfolio
|
Q4 2024
Added 59.01%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
5,250
shares
|
$312,585
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
5,197
shares
|
$309,429
0.21% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,175
shares
|
$308,119
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,730
shares
|
$281,624
0.03% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,698
shares
|
$279,718
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,325
shares
|
$257,510
0.01% of portfolio
|
Q4 2024
Added 27.58%
|