Institutional Ownership American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS). We have compiled data on the 459 institutions that hold shares in the stock, with a total of 88.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,443
shares
|
$958,562
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
10,430
shares
|
$957,369
0.82% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,340
shares
|
$949,108
0.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
10,187
shares
|
$935,064
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
9,841
shares
|
$903,305
0.89% of portfolio
|
Q4 2024
Reduced 98.97%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
9,791
shares
|
$898,715
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,450
shares
|
$867,415
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
9,380
shares
|
$860,990
0.1% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
9,313
shares
|
$854,840
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
9,229
shares
|
$847,129
0.35% of portfolio
|
Q4 2024
Added 61.97%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,173
shares
|
$841,989
0.08% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,047
shares
|
$830,424
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,937
shares
|
$820,327
0.04% of portfolio
|
Q3 2022
Added 3.09%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
8,914
shares
|
$818,216
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,911
shares
|
$817,940
0.09% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
8,891
shares
|
$816,104
0.35% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,745
shares
|
$802,703
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,545
shares
|
$784,345
0.13% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,536
shares
|
$783,519
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
8,505
shares
|
$780,673
0.14% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
8,324
shares
|
$764,059
0.49% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,219
shares
|
$754,422
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
7,869
shares
|
$722,295
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
7,786
shares
|
$714,676
0.53% of portfolio
|
Q1 2024
Reduced 3.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,634
shares
|
$700,724
0.03% of portfolio
|
Q4 2024
Added 89.95%
|