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 634 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,302,388
shares
|
$493 Million
0.55% of portfolio
|
Q1 2024
Added 9.48%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
3,568,828
shares
|
$332 Million
15.48% of portfolio
|
Q1 2024
Added 2.83%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,723,660
shares
|
$253 Million
0.14% of portfolio
|
Q1 2024
Added 2.46%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 13, 2024 Q1 2024 |
2,718,469
shares
|
$253 Million
17.62% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,573,112
shares
|
$239 Million
0.02% of portfolio
|
Q1 2024
Added 19.9%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
2,187,292
shares
|
$204 Million
5.93% of portfolio
|
Q1 2024
Added 2.38%
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
2,186,461
shares
|
$203 Million
2.57% of portfolio
|
Q1 2024
New holding
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
1,751,825
shares
|
$163 Million
1.86% of portfolio
|
Q1 2024
Added 0.3%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$108 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
Unison Advisors LLC
|
Apr 12, 2024 Q1 2024 |
1,143,453
shares
|
$106 Million
10.59% of portfolio
|
Q1 2024
Added 0.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,139,174
shares
|
$106 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
3 Edge Asset Management, LP
|
May 08, 2024 Q1 2024 |
1,113,030
shares
|
$104 Million
10.12% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
1,018,539
shares
|
$94.8 Million
3.48% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
909,776
shares
|
$84.7 Million
6.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
878,859
shares
|
$81.8 Million
2.68% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
822,640
shares
|
$76.5 Million
0.02% of portfolio
|
Q1 2024
Added 25.3%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
820,388
shares
|
$76.3 Million
0.13% of portfolio
|
Q1 2024
Added 3.55%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
812,235
shares
|
$75.6 Million
0.02% of portfolio
|
Q1 2024
Added 22.22%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
806,648
shares
|
$75.1 Million
0.12% of portfolio
|
Q1 2024
Added 5.94%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
802,165
shares
|
$74.6 Million
0.08% of portfolio
|
Q1 2024
Added 8.97%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
780,921
shares
|
$72.7 Million
3.19% of portfolio
|
Q1 2024
Added 3.58%
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
746,119
shares
|
$69.4 Million
7.2% of portfolio
|
Q1 2024
Added 0.46%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 13, 2024 Q1 2024 |
712,498
shares
|
$66.3 Million
4.64% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
707,901
shares
|
$65.9 Million
2.18% of portfolio
|
Q1 2024
Added 25.63%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
701,263
shares
|
$65.3 Million
2.07% of portfolio
|
Q1 2024
Added 63.33%
|