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 760 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
161,559
shares
|
$16.1 Million
5.34% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
160,847
shares
|
$16.1 Million
6.19% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
160,419
shares
|
$16 Million
2.95% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
160,396
shares
|
$16 Million
5.47% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
160,048
shares
|
$16 Million
0.1% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
159,761
shares
|
$15.9 Million
4.41% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
156,433
shares
|
$15.6 Million
3.42% of portfolio
|
Q4 2024
Added 64.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
156,301
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2024
Added 62.78%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
154,951
shares
|
$15.5 Million
1.85% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
154,869
shares
|
$15.5 Million
3.37% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
151,788
shares
|
$15.2 Million
0.98% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
151,464
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
151,114
shares
|
$15.1 Million
2.11% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
149,333
shares
|
$14.9 Million
1.79% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
149,220
shares
|
$14.9 Million
3.64% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
149,201
shares
|
$14.9 Million
4.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
148,684
shares
|
$14.8 Million
0.81% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
148,666
shares
|
$14.8 Million
3.25% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
148,214
shares
|
$14.8 Million
2.27% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
148,091
shares
|
$14.8 Million
0.08% of portfolio
|
Q3 2024
Added 114.05%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
146,268
shares
|
$14.6 Million
1.66% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
145,150
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
143,740
shares
|
$14.3 Million
8.35% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
141,992
shares
|
$14.2 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
139,845
shares
|
$14 Million
1.45% of portfolio
|
Q4 2024
Added 21.87%
|