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 848 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
956,543
shares
|
$79 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
870,178
shares
|
$71.9 Million
0.66% of portfolio
|
Q1 2025
Added 1118.45%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
865,098
shares
|
$71.5 Million
6.53% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
852,250
shares
|
$70.4 Million
0.02% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
840,968
shares
|
$69.5 Million
3.35% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
817,595
shares
|
$67.5 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$64.5 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
751,803
shares
|
$62.1 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
693,135
shares
|
$57.3 Million
4.35% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
692,976
shares
|
$57.2 Million
0.04% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
682,210
shares
|
$56.4 Million
8.83% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
663,812
shares
|
$54.8 Million
2.25% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
618,057
shares
|
$51.1 Million
4.54% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
612,625
shares
|
$50.6 Million
11.96% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
583,732
shares
|
$48.2 Million
7.3% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$48.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
557,383
shares
|
$46 Million
3.1% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
555,078
shares
|
$45.9 Million
0.19% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
547,456
shares
|
$45.2 Million
4.87% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
540,646
shares
|
$44.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$44.1 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
519,823
shares
|
$42.9 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
479,513
shares
|
$39.6 Million
18.44% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
478,688
shares
|
$39.5 Million
7.35% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
457,213
shares
|
$37.8 Million
0.08% of portfolio
|
Q4 2024
Added 18.94%
|