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 837 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
73,185
shares
|
$6.41 Million
3.3% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
72,552
shares
|
$6.35 Million
3.27% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
72,178
shares
|
$6.32 Million
2.71% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
72,128
shares
|
$6.32 Million
0.37% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
71,417
shares
|
$6.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
70,369
shares
|
$6.16 Million
1.01% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
69,916
shares
|
$6.12 Million
5.56% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
69,724
shares
|
$6.11 Million
0.75% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
68,733
shares
|
$6.02 Million
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
68,512
shares
|
$6 Million
3.7% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
67,859
shares
|
$5.94 Million
0.02% of portfolio
|
Q4 2024
Added 60.37%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67,423
shares
|
$5.9 Million
2.16% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
67,302
shares
|
$5.89 Million
0.16% of portfolio
|
Q4 2024
Added 32.59%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
67,266
shares
|
$5.89 Million
2.57% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,247
shares
|
$5.89 Million
3.05% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
67,203
shares
|
$5.88 Million
0.12% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
66,111
shares
|
$5.79 Million
2.06% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
65,968
shares
|
$5.78 Million
1.19% of portfolio
|
Q4 2024
Added 1103.58%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
65,315
shares
|
$5.72 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
65,304
shares
|
$5.72 Million
2.72% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
64,593
shares
|
$5.66 Million
2.35% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
64,333
shares
|
$5.63 Million
4.59% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
63,903
shares
|
$5.6 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
63,565
shares
|
$5.57 Million
0.0% of portfolio
|
Q4 2024
Added 5114.52%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
63,282
shares
|
$5.54 Million
4.81% of portfolio
|
Q4 2024
Added 16.57%
|