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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
254,776
shares
|
$22.4 Million
0.19% of portfolio
|
Q4 2024
Added 164.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
253,659
shares
|
$22.3 Million
0.0% of portfolio
|
Q4 2024
Added 74.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
251,648
shares
|
$22.1 Million
0.43% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
246,960
shares
|
$21.7 Million
0.06% of portfolio
|
Q3 2023
Added 5.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
234,639
shares
|
$20.6 Million
6.33% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
230,770
shares
|
$20.3 Million
2.3% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
230,386
shares
|
$20.2 Million
2.15% of portfolio
|
Q4 2024
Added 31.13%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
228,355
shares
|
$20.1 Million
4.14% of portfolio
|
Q4 2024
Reduced 27.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
227,027
shares
|
$19.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
225,427
shares
|
$19.8 Million
2.58% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
225,368
shares
|
$19.8 Million
3.9% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
224,627
shares
|
$19.7 Million
8.72% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
223,896
shares
|
$19.7 Million
3.97% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
222,052
shares
|
$19.5 Million
16.84% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
217,613
shares
|
$19.1 Million
15.41% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
215,887
shares
|
$19 Million
2.52% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
215,375
shares
|
$18.9 Million
1.34% of portfolio
|
Q3 2022
Added 45.65%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
214,729
shares
|
$18.9 Million
3.42% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
213,049
shares
|
$18.7 Million
0.73% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
212,856
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
208,041
shares
|
$18.3 Million
5.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
205,057
shares
|
$18 Million
12.4% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
204,805
shares
|
$18 Million
14.92% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
194,490
shares
|
$17.1 Million
0.67% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
192,763
shares
|
$16.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.23%
|