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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
143,702
shares
|
$14.4 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
141,528
shares
|
$14.2 Million
2.88% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
135,930
shares
|
$13.7 Million
7.16% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
133,925
shares
|
$13.5 Million
4.92% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
124,522
shares
|
$12.5 Million
3.62% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
124,477
shares
|
$12.5 Million
0.25% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
120,759
shares
|
$12.1 Million
3.89% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
115,186
shares
|
$11.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
113,417
shares
|
$11.4 Million
6.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
109,766
shares
|
$11 Million
7.13% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
109,433
shares
|
$11 Million
6.1% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
108,584
shares
|
$10.9 Million
1.13% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
108,379
shares
|
$10.9 Million
0.06% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
107,453
shares
|
$10.8 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
106,454
shares
|
$10.7 Million
5.03% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
100,499
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
99,417
shares
|
$9.99 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
98,195
shares
|
$9.87 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
95,246
shares
|
$9.57 Million
3.05% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
95,210
shares
|
$9.57 Million
0.0% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
94,949
shares
|
$9.54 Million
6.26% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
94,305
shares
|
$9.48 Million
1.26% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
94,032
shares
|
$9.45 Million
6.48% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
94,011
shares
|
$9.45 Million
1.87% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
93,068
shares
|
$9.35 Million
2.34% of portfolio
|
Q4 2024
Reduced 31.76%
|