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 450 institutions that hold shares in the stock, with a total of 87.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
19,954,274
shares
|
$1.98 Billion
3.83% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,563,572
shares
|
$353 Million
11.68% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
3,229,740
shares
|
$320 Million
0.19% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jan 30, 2025 Q4 2024 |
3,036,602
shares
|
$301 Million
38.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$223 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,727,996
shares
|
$171 Million
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,616,485
shares
|
$160 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,567,202
shares
|
$155 Million
10.21% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,422,531
shares
|
$141 Million
0.06% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,351,928
shares
|
$134 Million
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,244,790
shares
|
$123 Million
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,239,687
shares
|
$123 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,169,356
shares
|
$116 Million
13.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
1,136,569
shares
|
$112 Million
24.48% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,080,074
shares
|
$107 Million
29.57% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,052,425
shares
|
$104 Million
5.87% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,037,078
shares
|
$103 Million
10.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,005,344
shares
|
$99.5 Million
20.05% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
951,644
shares
|
$94.2 Million
0.14% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$88.1 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
881,632
shares
|
$87.3 Million
8.18% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
830,216
shares
|
$82.2 Million
0.99% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
772,214
shares
|
$76.4 Million
0.9% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$72.7 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
689,540
shares
|
$68.3 Million
4.27% of portfolio
|
Q4 2024
Reduced 1.25%
|