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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
348,435
shares
|
$35 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
346,472
shares
|
$34.8 Million
4.97% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
336,405
shares
|
$33.8 Million
0.34% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
331,641
shares
|
$33.3 Million
0.06% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
325,239
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
321,996
shares
|
$32.4 Million
19.82% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
315,199
shares
|
$31.7 Million
13.44% of portfolio
|
Q2 2023
Added 18.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
303,343
shares
|
$30.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
300,480
shares
|
$30.2 Million
3.26% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
281,390
shares
|
$28.3 Million
1.65% of portfolio
|
Q3 2022
Reduced 14.13%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
275,080
shares
|
$27.6 Million
21.73% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
273,440
shares
|
$27.5 Million
9.18% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
271,214
shares
|
$27.3 Million
9.35% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
262,954
shares
|
$26.4 Million
10.56% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
257,514
shares
|
$25.9 Million
14.41% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
256,985
shares
|
$25.8 Million
0.79% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
244,860
shares
|
$24.6 Million
7.87% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,493
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,504
shares
|
$23.1 Million
5.36% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,727
shares
|
$23 Million
0.63% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
226,037
shares
|
$22.7 Million
11.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
224,336
shares
|
$22.5 Million
19.41% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
215,906
shares
|
$21.7 Million
7.12% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
215,241
shares
|
$21.6 Million
3.28% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
214,919
shares
|
$21.6 Million
0.4% of portfolio
|
Q4 2024
Added 3.44%
|