Institutional Ownership American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS). We have compiled data on the 425 institutions that hold shares in the stock, with a total of 86.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
19,954,274
shares
|
$1.99 Billion
3.83% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,563,572
shares
|
$356 Million
11.68% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
3,229,740
shares
|
$323 Million
0.19% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
3,036,602
shares
|
$303 Million
38.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$225 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,702,309
shares
|
$170 Million
0.05% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,616,485
shares
|
$162 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,567,202
shares
|
$157 Million
10.21% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,422,531
shares
|
$142 Million
0.06% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,351,928
shares
|
$135 Million
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,318,746
shares
|
$132 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,218,893
shares
|
$122 Million
0.01% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,169,356
shares
|
$117 Million
13.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
1,136,569
shares
|
$114 Million
24.48% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,080,074
shares
|
$108 Million
29.57% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,037,078
shares
|
$104 Million
10.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,005,344
shares
|
$100 Million
20.05% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
953,900
shares
|
$95.3 Million
0.68% of portfolio
|
Q4 2024
Added 9594.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
951,644
shares
|
$95.1 Million
0.14% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
947,239
shares
|
$94.6 Million
5.31% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$89 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
881,632
shares
|
$88.1 Million
8.18% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
830,216
shares
|
$83 Million
0.99% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
744,603
shares
|
$74.4 Million
0.84% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$73.4 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|