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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
91,573
shares
|
$9.2 Million
0.47% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
91,322
shares
|
$9.18 Million
0.06% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
88,241
shares
|
$8.87 Million
6.68% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
87,779
shares
|
$8.82 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
82,291
shares
|
$8.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
80,793
shares
|
$8.12 Million
1.23% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
79,720
shares
|
$8.01 Million
3.99% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
78,188
shares
|
$7.86 Million
0.83% of portfolio
|
Q3 2024
Added 198.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
75,835
shares
|
$7.62 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
75,377
shares
|
$7.58 Million
3.41% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
73,710
shares
|
$7.41 Million
1.9% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
72,000
shares
|
$7.24 Million
0.18% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
71,111
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Added 189.32%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
70,142
shares
|
$7.05 Million
5.06% of portfolio
|
Q4 2023
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
68,981
shares
|
$6.93 Million
6.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
68,519
shares
|
$6.89 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
67,306
shares
|
$6.76 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
67,052
shares
|
$6.74 Million
3.55% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,807
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
66,439
shares
|
$6.68 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
65,088
shares
|
$6.54 Million
1.39% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
61,386
shares
|
$6.17 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
60,608
shares
|
$6.09 Million
0.41% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
58,750
shares
|
$5.9 Million
1.3% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
58,673
shares
|
$5.9 Million
1.22% of portfolio
|
Q4 2024
Added 548.18%
|