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 478 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
373,629
shares
|
$36.4 Million
2.85% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
352,449
shares
|
$34.4 Million
0.05% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
342,647
shares
|
$33.4 Million
4.85% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
336,405
shares
|
$32.8 Million
0.34% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
321,618
shares
|
$31.4 Million
19.11% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
319,361
shares
|
$31.1 Million
3.27% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
315,199
shares
|
$30.7 Million
13.44% of portfolio
|
Q2 2023
Added 18.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
311,309
shares
|
$30.3 Million
0.47% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
306,223
shares
|
$29.9 Million
9.64% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
300,727
shares
|
$29.3 Million
0.75% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
291,490
shares
|
$28.4 Million
22.89% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
284,491
shares
|
$27.7 Million
9.41% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
281,866
shares
|
$27.5 Million
8.36% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
281,390
shares
|
$27.4 Million
1.65% of portfolio
|
Q3 2022
Reduced 14.13%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
280,397
shares
|
$27.3 Million
6.2% of portfolio
|
Q1 2025
Added 63.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
279,434
shares
|
$27.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
267,073
shares
|
$26 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
266,731
shares
|
$26 Million
3.54% of portfolio
|
Q1 2025
Reduced 39.88%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
266,415
shares
|
$26 Million
19.19% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
265,987
shares
|
$25.9 Million
8.49% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
259,978
shares
|
$25.3 Million
10.99% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
250,554
shares
|
$24.4 Million
13.07% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
250,323
shares
|
$24.4 Million
4.12% of portfolio
|
Q1 2025
Added 386.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
249,904
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
247,614
shares
|
$24.1 Million
4.29% of portfolio
|
Q1 2025
Added 14.17%
|