Institutional Ownership American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV). We have compiled data on the 961 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,802,461
shares
|
$1.64 Billion
1.3% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,109,931
shares
|
$499 Million
0.16% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,520,278
shares
|
$344 Million
14.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
2,767,697
shares
|
$270 Million
13.72% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,749,775
shares
|
$268 Million
6.55% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,748,992
shares
|
$268 Million
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,348,029
shares
|
$229 Million
0.02% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,308,668
shares
|
$225 Million
0.07% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,244,932
shares
|
$219 Million
0.15% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,241,212
shares
|
$219 Million
2.7% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,920,854
shares
|
$187 Million
0.05% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$169 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,377,758
shares
|
$134 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,335,293
shares
|
$130 Million
0.02% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,311,862
shares
|
$128 Million
0.03% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
1,308,869
shares
|
$128 Million
15.03% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,276,732
shares
|
$125 Million
0.15% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,258,918
shares
|
$123 Million
4.03% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,243,904
shares
|
$121 Million
1.27% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
1,211,715
shares
|
$118 Million
7.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$113 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,132,518
shares
|
$111 Million
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
1,069,636
shares
|
$104 Million
2.91% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,056,136
shares
|
$103 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,033,176
shares
|
$101 Million
6.76% of portfolio
|
Q3 2025
Added 12.86%
|
|