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 458 institutions that hold shares in the stock, with a total of 88.3 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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
362,344
shares
|
$33.3 Million
2.48% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
361,981
shares
|
$33.2 Million
3.79% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
352,449
shares
|
$32.4 Million
0.05% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
346,472
shares
|
$31.8 Million
4.97% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
336,405
shares
|
$30.9 Million
0.34% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
321,996
shares
|
$29.6 Million
19.82% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
315,199
shares
|
$28.9 Million
13.44% of portfolio
|
Q2 2023
Added 18.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
303,233
shares
|
$27.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
300,480
shares
|
$27.6 Million
3.26% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
282,569
shares
|
$25.9 Million
0.08% of portfolio
|
Q4 2024
Added 32.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
281,390
shares
|
$25.8 Million
1.65% of portfolio
|
Q3 2022
Reduced 14.13%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
275,080
shares
|
$25.2 Million
21.73% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
273,440
shares
|
$25.1 Million
9.18% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
273,077
shares
|
$25.1 Million
0.75% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
271,875
shares
|
$25 Million
0.48% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
271,214
shares
|
$24.9 Million
9.35% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
270,501
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
262,954
shares
|
$24.1 Million
10.56% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
258,738
shares
|
$23.7 Million
8.08% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
257,514
shares
|
$23.6 Million
14.41% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
236,963
shares
|
$21.8 Million
19.52% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,493
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,504
shares
|
$21.1 Million
5.36% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
229,054
shares
|
$21 Million
10.71% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
228,851
shares
|
$21 Million
0.74% of portfolio
|
Q4 2024
Added 0.05%
|