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 |
---|---|---|---|---|---|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
226,037
shares
|
$20.7 Million
11.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
224,336
shares
|
$20.6 Million
19.41% of portfolio
|
Q4 2024
Added 1.72%
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
215,906
shares
|
$19.8 Million
7.12% of portfolio
|
Q4 2024
Added 1.87%
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
214,919
shares
|
$19.7 Million
0.4% of portfolio
|
Q4 2024
Added 3.44%
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
213,188
shares
|
$19.6 Million
12.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
210,609
shares
|
$19.3 Million
3.44% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
204,861
shares
|
$18.8 Million
0.71% of portfolio
|
Q4 2024
Added 5.8%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
202,456
shares
|
$18.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
197,202
shares
|
$18.1 Million
14.7% of portfolio
|
Q4 2024
New holding
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
197,041
shares
|
$18.1 Million
6.72% of portfolio
|
Q4 2024
Added 0.12%
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
190,561
shares
|
$17.5 Million
0.73% of portfolio
|
Q4 2024
Added 0.61%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
187,747
shares
|
$17.2 Million
1.75% of portfolio
|
Q4 2024
Added 0.11%
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
187,718
shares
|
$17.2 Million
3.48% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
184,945
shares
|
$17 Million
7.41% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
183,662
shares
|
$16.9 Million
4.68% of portfolio
|
Q2 2022
Added 74.15%
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
182,449
shares
|
$16.7 Million
6.17% of portfolio
|
Q4 2024
Reduced 24.38%
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
171,851
shares
|
$15.8 Million
3.94% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
168,247
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
167,160
shares
|
$15.3 Million
13.48% of portfolio
|
Q4 2024
New holding
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
166,942
shares
|
$15.3 Million
7.4% of portfolio
|
Q4 2024
Added 0.67%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
164,224
shares
|
$15.1 Million
0.39% of portfolio
|
Q4 2024
Added 4.5%
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
156,955
shares
|
$14.4 Million
13.63% of portfolio
|
Q4 2024
New holding
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
154,425
shares
|
$14.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
151,383
shares
|
$13.9 Million
0.85% of portfolio
|
Q4 2024
Added 5.16%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
150,382
shares
|
$13.8 Million
4.84% of portfolio
|
Q4 2024
Added 2.43%
|