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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,479
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
41,795
shares
|
$4.2 Million
3.27% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
41,742
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2024
Added 124.49%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
41,519
shares
|
$4.17 Million
1.11% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
41,435
shares
|
$4.16 Million
2.2% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,234
shares
|
$4.14 Million
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
41,102
shares
|
$4.13 Million
1.02% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
40,765
shares
|
$4.1 Million
1.31% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,260
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
37,559
shares
|
$3.78 Million
2.04% of portfolio
|
Q1 2023
Added 4.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
36,023
shares
|
$3.62 Million
0.07% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
35,838
shares
|
$3.6 Million
0.44% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
34,967
shares
|
$3.51 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
34,837
shares
|
$3.5 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
33,957
shares
|
$3.41 Million
1.01% of portfolio
|
Q4 2022
Added 11.01%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,879
shares
|
$3.3 Million
1.04% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,557
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
32,329
shares
|
$3.25 Million
1.95% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
31,872
shares
|
$3.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
30,262
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.02%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
29,698
shares
|
$2.98 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,677
shares
|
$2.98 Million
0.31% of portfolio
|
Q1 2023
Reduced 2.89%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
29,390
shares
|
$2.95 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,933
shares
|
$2.91 Million
0.14% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,760
shares
|
$2.89 Million
0.1% of portfolio
|
Q3 2024
Added 582.0%
|