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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
56,711
shares
|
$5.7 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
55,580
shares
|
$5.59 Million
0.6% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
55,307
shares
|
$5.56 Million
3.02% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
55,022
shares
|
$5.53 Million
1.97% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
54,863
shares
|
$5.51 Million
1.13% of portfolio
|
Q1 2024
Reduced 35.81%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
54,327
shares
|
$5.46 Million
3.46% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
53,403
shares
|
$5.37 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
53,172
shares
|
$5.34 Million
0.05% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
52,962
shares
|
$5.32 Million
3.48% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
52,726
shares
|
$5.3 Million
0.39% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
51,625
shares
|
$5.19 Million
1.25% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
51,459
shares
|
$5.17 Million
0.94% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
49,843
shares
|
$5.01 Million
1.68% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
49,246
shares
|
$4.95 Million
1.49% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
48,937
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
48,533
shares
|
$4.88 Million
0.17% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
48,353
shares
|
$4.86 Million
3.19% of portfolio
|
Q4 2022
Added 3.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
47,808
shares
|
$4.81 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
47,665
shares
|
$4.79 Million
3.11% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
46,898
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
46,573
shares
|
$4.68 Million
3.55% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
44,982
shares
|
$4.52 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
44,316
shares
|
$4.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
43,248
shares
|
$4.35 Million
1.39% of portfolio
|
Q3 2023
Reduced 14.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
42,584
shares
|
$4.28 Million
2.31% of portfolio
|
Q4 2024
Added 10.96%
|