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 523 institutions that hold shares in the stock, with a total of 78 Million shares, which have been reported (via 13F filing form) to have a value of $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,762,043
shares
|
$519 Million
3.57% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,571,038
shares
|
$390 Million
0.21% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 14, 2025 Q3 2025 |
3,032,705
shares
|
$331 Million
38.18% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,619,704
shares
|
$286 Million
8.09% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,311,611
shares
|
$252 Million
0.08% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$246 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,659,169
shares
|
$181 Million
10.44% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,659,090
shares
|
$181 Million
0.21% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,621,727
shares
|
$177 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,233,425
shares
|
$135 Million
15.13% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
1,190,992
shares
|
$130 Million
24.75% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,134,255
shares
|
$124 Million
0.21% of portfolio
|
Q3 2025
Added 181.25%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,125,366
shares
|
$123 Million
24.62% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,099,465
shares
|
$120 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,095,810
shares
|
$120 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,071,120
shares
|
$117 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,059,366
shares
|
$116 Million
27.98% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,032,578
shares
|
$113 Million
1.33% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,019,058
shares
|
$111 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
891,527
shares
|
$97.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$97.1 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
827,091
shares
|
$90.2 Million
7.74% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
765,062
shares
|
$83.5 Million
0.39% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$80.1 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
713,927
shares
|
$77.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.91%
|
|