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 438 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
679,446
shares
|
$67.9 Million
0.25% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
645,531
shares
|
$64.5 Million
29.27% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
641,509
shares
|
$64.1 Million
0.13% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
617,269
shares
|
$61.7 Million
12.99% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
613,733
shares
|
$61.4 Million
14.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
610,396
shares
|
$61 Million
0.61% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
605,176
shares
|
$60.5 Million
10.0% of portfolio
|
Q4 2024
Added 24.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
545,465
shares
|
$54.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
520,001
shares
|
$52 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
512,944
shares
|
$51.3 Million
5.17% of portfolio
|
Q4 2024
Added 62.37%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
469,422
shares
|
$46.9 Million
7.6% of portfolio
|
Q4 2024
Added 35.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
469,100
shares
|
$46.9 Million
0.0% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
464,016
shares
|
$46.4 Million
20.91% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
448,480
shares
|
$44.8 Million
34.78% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
443,635
shares
|
$44.4 Million
3.85% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
442,375
shares
|
$44.2 Million
0.07% of portfolio
|
Q4 2024
Added 33.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
431,442
shares
|
$43.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
427,370
shares
|
$42.7 Million
0.06% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
424,607
shares
|
$42.5 Million
16.28% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
421,134
shares
|
$42.1 Million
6.84% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
416,248
shares
|
$41.6 Million
5.24% of portfolio
|
Q4 2024
Added 76.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
408,830
shares
|
$40.9 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
371,273
shares
|
$37.1 Million
12.72% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
361,981
shares
|
$36.2 Million
3.79% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
352,449
shares
|
$35.2 Million
0.05% of portfolio
|
Q3 2024
Added 27.72%
|