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 838 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 $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
860,368
shares
|
$75.6 Million
3.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
852,250
shares
|
$74.9 Million
0.02% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
840,968
shares
|
$73.9 Million
3.35% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
802,656
shares
|
$70.5 Million
6.86% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$68.6 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
736,369
shares
|
$64.7 Million
4.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
715,088
shares
|
$62.8 Million
2.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
693,135
shares
|
$60.9 Million
4.35% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
692,976
shares
|
$60.9 Million
0.04% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
684,532
shares
|
$60.1 Million
5.19% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
682,210
shares
|
$59.9 Million
8.83% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
614,536
shares
|
$54 Million
13.58% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
607,086
shares
|
$53.3 Million
2.33% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$51.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
561,269
shares
|
$49.3 Million
7.96% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
555,078
shares
|
$48.8 Million
0.19% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
547,456
shares
|
$48.1 Million
4.87% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
540,646
shares
|
$47.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$46.9 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
527,832
shares
|
$46.4 Million
5.86% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
524,558
shares
|
$46.1 Million
3.19% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
524,299
shares
|
$46.1 Million
4.55% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
477,637
shares
|
$42 Million
7.54% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
470,222
shares
|
$41.3 Million
20.23% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
462,894
shares
|
$40.7 Million
10.54% of portfolio
|
Q4 2024
Added 1.14%
|