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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
144,173
shares
|
$12.7 Million
2.99% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
143,740
shares
|
$12.6 Million
8.35% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
143,021
shares
|
$12.6 Million
3.1% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
141,992
shares
|
$12.5 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
141,674
shares
|
$12.4 Million
2.91% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
140,584
shares
|
$12.4 Million
3.25% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
140,050
shares
|
$12.3 Million
0.89% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
139,845
shares
|
$12.3 Million
1.45% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
139,802
shares
|
$12.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 59.19%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
139,033
shares
|
$12.2 Million
2.54% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
136,647
shares
|
$12 Million
4.36% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
136,368
shares
|
$12 Million
0.08% of portfolio
|
Q4 2024
Reduced 22.04%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
136,090
shares
|
$12 Million
8.32% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
135,792
shares
|
$11.9 Million
7.69% of portfolio
|
Q1 2023
Added 3.82%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
134,638
shares
|
$11.8 Million
6.82% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
134,532
shares
|
$11.8 Million
4.66% of portfolio
|
Q4 2024
Added 70.89%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
134,043
shares
|
$11.8 Million
2.2% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
133,880
shares
|
$11.8 Million
2.63% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
132,912
shares
|
$11.7 Million
0.15% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
132,910
shares
|
$11.7 Million
0.08% of portfolio
|
Q4 2024
Added 35.57%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
132,625
shares
|
$11.7 Million
6.98% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
131,991
shares
|
$11.6 Million
0.36% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
131,129
shares
|
$11.5 Million
1.64% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
129,269
shares
|
$11.4 Million
6.81% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
127,289
shares
|
$11.2 Million
2.26% of portfolio
|
Q4 2024
Added 19.73%
|