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 867 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,240,479
shares
|
$1 Billion
0.92% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,386,459
shares
|
$392 Million
0.16% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,520,278
shares
|
$315 Million
14.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,222,501
shares
|
$288 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,713,731
shares
|
$243 Million
14.28% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,539,043
shares
|
$227 Million
6.16% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,388,547
shares
|
$213 Million
0.02% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,029,665
shares
|
$181 Million
0.06% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,911,402
shares
|
$171 Million
0.05% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,796,040
shares
|
$161 Million
0.13% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$155 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,482,024
shares
|
$132 Million
2.1% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,388,974
shares
|
$124 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,341,279
shares
|
$120 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,238,030
shares
|
$111 Million
0.15% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,233,627
shares
|
$110 Million
1.3% of portfolio
|
Q1 2025
Added 28.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$104 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,143,929
shares
|
$102 Million
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,109,558
shares
|
$99.2 Million
1.21% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,090,038
shares
|
$97.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
1,065,041
shares
|
$95.2 Million
11.89% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,026,114
shares
|
$91.7 Million
0.13% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
1,015,603
shares
|
$90.8 Million
2.78% of portfolio
|
Q1 2025
Added 42.02%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
1,011,696
shares
|
$90.4 Million
1.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,011,401
shares
|
$90.4 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.37%
|