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 837 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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
93,821
shares
|
$8.21 Million
3.51% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
93,720
shares
|
$8.21 Million
7.48% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
93,508
shares
|
$8.19 Million
5.18% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
93,402
shares
|
$8.18 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
93,370
shares
|
$8.18 Million
0.81% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
92,882
shares
|
$8.13 Million
1.28% of portfolio
|
Q4 2024
Added 194.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
90,968
shares
|
$7.97 Million
4.64% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
90,740
shares
|
$7.95 Million
1.98% of portfolio
|
Q4 2023
Added 1.34%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
88,756
shares
|
$7.77 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
88,754
shares
|
$7.77 Million
7.41% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
87,635
shares
|
$7.67 Million
0.25% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
87,488
shares
|
$7.66 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
87,078
shares
|
$7.62 Million
3.22% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
87,059
shares
|
$7.62 Million
1.11% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
87,026
shares
|
$7.62 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
87,012
shares
|
$7.62 Million
0.3% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
86,619
shares
|
$7.58 Million
4.06% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
86,570
shares
|
$7.58 Million
0.2% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
86,240
shares
|
$7.55 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
85,450
shares
|
$7.48 Million
7.39% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
85,129
shares
|
$7.45 Million
4.37% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
84,992
shares
|
$7.44 Million
0.44% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
84,859
shares
|
$7.43 Million
2.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
83,189
shares
|
$7.28 Million
3.02% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
82,780
shares
|
$7.25 Million
3.48% of portfolio
|
Q4 2024
Added 12.49%
|