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 913 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,595,072
shares
|
$1.41 Billion
1.15% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,883,120
shares
|
$472 Million
0.16% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,520,278
shares
|
$340 Million
14.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,222,501
shares
|
$311 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,761,344
shares
|
$267 Million
13.71% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,693,123
shares
|
$260 Million
6.27% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,251,063
shares
|
$218 Million
0.06% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,197,381
shares
|
$212 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,004,936
shares
|
$194 Million
0.13% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,931,863
shares
|
$187 Million
2.51% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,811,693
shares
|
$175 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$167 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
1,429,331
shares
|
$138 Million
0.66% of portfolio
|
Q2 2025
Added 637.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,330,713
shares
|
$129 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,281,290
shares
|
$124 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,266,680
shares
|
$122 Million
0.15% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,263,726
shares
|
$122 Million
0.02% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
1,221,718
shares
|
$118 Million
6.8% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,183,354
shares
|
$114 Million
1.21% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$112 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,131,955
shares
|
$109 Million
3.62% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
1,129,106
shares
|
$109 Million
1.22% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,115,465
shares
|
$108 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,086,803
shares
|
$105 Million
2.86% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,078,386
shares
|
$104 Million
1.34% of portfolio
|
Q2 2025
Reduced 12.58%
|