Institutional Ownership American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV). We have compiled data on the 847 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,991,514
shares
|
$660 Million
0.75% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,143,976
shares
|
$342 Million
0.17% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,520,278
shares
|
$291 Million
14.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,463,863
shares
|
$286 Million
0.02% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,713,731
shares
|
$224 Million
14.28% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,281,447
shares
|
$188 Million
6.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,029,665
shares
|
$168 Million
0.06% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,019,873
shares
|
$167 Million
0.02% of portfolio
|
Q3 2024
Reduced 74.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$143 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,534,021
shares
|
$127 Million
0.04% of portfolio
|
Q4 2024
Added 19.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,406,084
shares
|
$116 Million
0.12% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,378,752
shares
|
$114 Million
0.03% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,208,917
shares
|
$99.9 Million
0.03% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$96 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,155,398
shares
|
$95.4 Million
2.04% of portfolio
|
Q4 2024
Added 42.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,134,550
shares
|
$93.7 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
1,065,041
shares
|
$88 Million
11.89% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,062,382
shares
|
$87.8 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,038,951
shares
|
$85.8 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,000,486
shares
|
$82.7 Million
1.47% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
983,098
shares
|
$81.2 Million
6.21% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
973,523
shares
|
$80.4 Million
1.48% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
956,543
shares
|
$79 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
953,296
shares
|
$78.8 Million
0.13% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
870,178
shares
|
$71.9 Million
0.66% of portfolio
|
Q1 2025
Added 1118.45%
|