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 760 institutions that hold shares in the stock, with a total of 101 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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
428,372
shares
|
$42.8 Million
11.81% of portfolio
|
Q2 2024
Added 90.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
403,529
shares
|
$40.3 Million
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
393,467
shares
|
$39.3 Million
2.78% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
384,408
shares
|
$38.4 Million
0.07% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
373,174
shares
|
$37.3 Million
5.42% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
357,845
shares
|
$35.7 Million
0.22% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
342,564
shares
|
$34.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
341,605
shares
|
$34.1 Million
12.81% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
340,108
shares
|
$33.9 Million
4.05% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
339,625
shares
|
$33.9 Million
13.23% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
335,633
shares
|
$33.5 Million
3.35% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
316,892
shares
|
$31.6 Million
4.39% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
303,883
shares
|
$30.3 Million
2.05% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
302,509
shares
|
$30.2 Million
19.44% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Brown University
|
Nov 08, 2024 Q3 2024 |
301,800
shares
|
$30.1 Million
12.41% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
294,142
shares
|
$29.4 Million
25.1% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
285,446
shares
|
$28.5 Million
7.39% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
280,124
shares
|
$28 Million
12.24% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
278,469
shares
|
$27.8 Million
5.26% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
277,951
shares
|
$27.7 Million
3.97% of portfolio
|
Q3 2023
Added 5.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
267,034
shares
|
$26.7 Million
18.67% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
265,788
shares
|
$26.5 Million
0.7% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
259,919
shares
|
$25.9 Million
2.5% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
257,782
shares
|
$25.7 Million
0.33% of portfolio
|
Q3 2024
Added 270.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
255,118
shares
|
$25.5 Million
0.02% of portfolio
|
Q3 2024
Added 19.26%
|