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 853 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 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 |
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
207,017
shares
|
$17.1 Million
3.68% of portfolio
|
Q1 2025
Added 54.63%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
206,228
shares
|
$17 Million
2.99% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
201,966
shares
|
$16.7 Million
0.06% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
201,915
shares
|
$16.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
201,303
shares
|
$16.6 Million
16.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
197,174
shares
|
$16.3 Million
3.78% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
193,691
shares
|
$16 Million
9.56% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
192,763
shares
|
$15.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
190,744
shares
|
$15.8 Million
5.99% of portfolio
|
Q1 2025
Added 23.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
188,348
shares
|
$15.6 Million
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
187,251
shares
|
$15.5 Million
4.51% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
186,894
shares
|
$15.4 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
186,564
shares
|
$15.4 Million
2.19% of portfolio
|
Q4 2024
Added 575.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
185,193
shares
|
$15.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
183,432
shares
|
$15.2 Million
9.49% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
182,759
shares
|
$15.1 Million
4.85% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
182,053
shares
|
$15 Million
8.1% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
181,643
shares
|
$15 Million
0.58% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
180,990
shares
|
$15 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
180,367
shares
|
$14.9 Million
3.68% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
179,097
shares
|
$14.8 Million
3.67% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
178,959
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
178,944
shares
|
$14.8 Million
2.34% of portfolio
|
Q1 2023
Added 6.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,677
shares
|
$14.7 Million
0.09% of portfolio
|
Q2 2023
Reduced 13.47%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
177,449
shares
|
$14.7 Million
6.05% of portfolio
|
Q4 2024
Added 9.84%
|