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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
76,574
shares
|
$8.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
76,492
shares
|
$8.34 Million
3.73% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
75,937
shares
|
$8.28 Million
0.48% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
75,363
shares
|
$8.22 Million
3.83% of portfolio
|
Q4 2025
Reduced 6.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
74,531
shares
|
$8.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
74,511
shares
|
$8.13 Million
2.13% of portfolio
|
Q4 2025
Added 14.49%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
74,331
shares
|
$8.11 Million
1.96% of portfolio
|
Q3 2025
Reduced 53.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
72,389
shares
|
$7.9 Million
0.43% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
71,409
shares
|
$7.79 Million
3.27% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
71,241
shares
|
$7.77 Million
0.04% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
70,496
shares
|
$7.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 15, 2026 Q4 2025 |
70,142
shares
|
$7.65 Million
4.97% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
68,925
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
68,386
shares
|
$7.46 Million
0.82% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
67,704
shares
|
$7.39 Million
1.67% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
66,377
shares
|
$7.24 Million
0.19% of portfolio
|
Q3 2025
Added 57.75%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
66,308
shares
|
$7.23 Million
0.45% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
66,108
shares
|
$7.21 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
65,831
shares
|
$7.18 Million
4.19% of portfolio
|
Q4 2025
Added 5.17%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
65,228
shares
|
$7.12 Million
0.95% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
64,765
shares
|
$7.07 Million
3.76% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
63,658
shares
|
$6.94 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
63,537
shares
|
$6.93 Million
0.23% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
63,486
shares
|
$6.93 Million
5.34% of portfolio
|
Q4 2025
Reduced 19.01%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
62,833
shares
|
$6.85 Million
0.97% of portfolio
|
Q3 2025
Reduced 8.08%
|
|