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 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
121,956
shares
|
$13.3 Million
10.7% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
121,707
shares
|
$13.3 Million
0.64% of portfolio
|
Q4 2025
Reduced 2.16%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
117,917
shares
|
$12.9 Million
1.16% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
115,867
shares
|
$12.6 Million
1.7% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
114,933
shares
|
$12.5 Million
1.59% of portfolio
|
Q2 2025
Reduced 86.99%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
112,044
shares
|
$12.2 Million
5.33% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
110,930
shares
|
$12.1 Million
6.57% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
110,032
shares
|
$12 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
103,500
shares
|
$11.3 Million
4.87% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
94,819
shares
|
$10.3 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
94,481
shares
|
$10.3 Million
6.78% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
93,638
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
91,700
shares
|
$10 Million
0.37% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
91,020
shares
|
$9.93 Million
0.27% of portfolio
|
Q3 2025
Reduced 39.6%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
89,620
shares
|
$9.78 Million
2.98% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
87,981
shares
|
$9.6 Million
5.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
87,525
shares
|
$9.55 Million
3.88% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
85,161
shares
|
$9.29 Million
0.83% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
84,456
shares
|
$9.21 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
81,353
shares
|
$8.87 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
80,884
shares
|
$8.82 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
80,347
shares
|
$8.77 Million
2.19% of portfolio
|
Q4 2025
Added 10.44%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
79,440
shares
|
$8.67 Million
1.41% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
78,165
shares
|
$8.53 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
76,691
shares
|
$8.37 Million
4.4% of portfolio
|
Q3 2025
Added 87.17%
|
|