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 795 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,185,424
shares
|
$601 Million
0.59% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,863,012
shares
|
$375 Million
0.17% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,596,816
shares
|
$350 Million
14.61% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,157,246
shares
|
$307 Million
0.02% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,694,865
shares
|
$262 Million
15.25% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,281,447
shares
|
$222 Million
6.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
2,262,344
shares
|
$220 Million
2.41% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,807,129
shares
|
$176 Million
0.06% of portfolio
|
Q3 2024
Added 253.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$168 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,282,805
shares
|
$125 Million
0.03% of portfolio
|
Q3 2024
Added 227.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,256,543
shares
|
$122 Million
0.11% of portfolio
|
Q3 2024
Added 48.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,200,047
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$113 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,136,466
shares
|
$110 Million
0.02% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,134,550
shares
|
$110 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,094,529
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,062,382
shares
|
$103 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,056,146
shares
|
$103 Million
12.24% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,038,951
shares
|
$101 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,000,486
shares
|
$97.2 Million
1.47% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
977,236
shares
|
$95 Million
6.11% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
969,484
shares
|
$94.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
953,296
shares
|
$92.6 Million
0.13% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
879,097
shares
|
$85.4 Million
1.58% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
860,368
shares
|
$83.6 Million
3.01% of portfolio
|
Q4 2024
Added 1.38%
|