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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
95,246
shares
|
$8.35 Million
3.05% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
94,941
shares
|
$8.32 Million
1.46% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
94,011
shares
|
$8.24 Million
1.87% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
93,068
shares
|
$8.16 Million
2.34% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
91,607
shares
|
$8.03 Million
0.42% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
91,322
shares
|
$8 Million
0.06% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
88,241
shares
|
$7.73 Million
6.68% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
87,779
shares
|
$7.69 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
84,068
shares
|
$7.37 Million
5.29% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
82,836
shares
|
$7.26 Million
4.68% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
82,291
shares
|
$7.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
81,749
shares
|
$7.16 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
80,793
shares
|
$7.08 Million
1.23% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
79,632
shares
|
$6.98 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
76,118
shares
|
$6.67 Million
5.13% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
75,835
shares
|
$6.65 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
74,845
shares
|
$6.56 Million
3.49% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
73,710
shares
|
$6.46 Million
1.9% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
73,016
shares
|
$6.4 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
72,373
shares
|
$6.34 Million
5.51% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
72,000
shares
|
$6.31 Million
0.18% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
70,350
shares
|
$6.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
70,142
shares
|
$6.15 Million
5.06% of portfolio
|
Q4 2023
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
68,981
shares
|
$6.05 Million
6.35% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
67,306
shares
|
$5.9 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.21%
|