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 460 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 $7.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
228,851
shares
|
$20.1 Million
0.74% of portfolio
|
Q4 2024
Added 0.05%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
228,239
shares
|
$20 Million
18.14% of portfolio
|
Q1 2025
Added 1.74%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
226,037
shares
|
$19.8 Million
11.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
225,949
shares
|
$19.8 Million
12.07% of portfolio
|
Q1 2025
Added 5.99%
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
218,852
shares
|
$19.2 Million
6.8% of portfolio
|
Q1 2025
Added 1.36%
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
214,919
shares
|
$18.8 Million
0.4% of portfolio
|
Q4 2024
Added 3.44%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
210,609
shares
|
$18.5 Million
3.44% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
204,861
shares
|
$18 Million
0.71% of portfolio
|
Q4 2024
Added 5.8%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
202,456
shares
|
$17.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
197,202
shares
|
$17.3 Million
14.7% of portfolio
|
Q4 2024
New holding
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
197,041
shares
|
$17.3 Million
6.72% of portfolio
|
Q4 2024
Added 0.12%
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
189,041
shares
|
$16.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
188,926
shares
|
$16.6 Million
6.81% of portfolio
|
Q1 2025
Added 2.15%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
187,747
shares
|
$16.5 Million
1.75% of portfolio
|
Q4 2024
Added 0.11%
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
187,718
shares
|
$16.5 Million
3.48% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
183,662
shares
|
$16.1 Million
4.68% of portfolio
|
Q2 2022
Added 74.15%
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
182,449
shares
|
$16 Million
6.17% of portfolio
|
Q4 2024
Reduced 24.38%
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
171,851
shares
|
$15.1 Million
3.94% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
168,247
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
168,194
shares
|
$14.7 Million
3.12% of portfolio
|
Q1 2025
Added 18.84%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
167,160
shares
|
$14.6 Million
13.48% of portfolio
|
Q4 2024
New holding
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
166,942
shares
|
$14.6 Million
7.4% of portfolio
|
Q4 2024
Added 0.67%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
164,224
shares
|
$14.4 Million
0.39% of portfolio
|
Q4 2024
Added 4.5%
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
156,955
shares
|
$13.8 Million
13.63% of portfolio
|
Q4 2024
New holding
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
154,632
shares
|
$13.6 Million
0.76% of portfolio
|
Q1 2025
Added 2.15%
|