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 924 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
88,118
shares
|
$8.8 Million
5.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
87,635
shares
|
$8.75 Million
0.25% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
87,604
shares
|
$8.75 Million
1.11% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
87,356
shares
|
$8.72 Million
1.91% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
87,300
shares
|
$8.72 Million
1.86% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
87,216
shares
|
$8.71 Million
1.25% of portfolio
|
Q2 2025
Reduced 47.09%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
87,214
shares
|
$8.71 Million
4.44% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
87,018
shares
|
$8.69 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
86,215
shares
|
$8.61 Million
0.81% of portfolio
|
Q2 2025
Reduced 47.7%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
84,859
shares
|
$8.47 Million
2.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
84,662
shares
|
$8.46 Million
1.49% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
83,075
shares
|
$8.3 Million
6.18% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
82,857
shares
|
$8.27 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
82,690
shares
|
$8.26 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
82,426
shares
|
$8.23 Million
1.42% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
82,111
shares
|
$8.2 Million
0.73% of portfolio
|
Q1 2025
Added 100.28%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
82,082
shares
|
$8.2 Million
0.85% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
81,905
shares
|
$8.18 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
81,890
shares
|
$8.18 Million
3.36% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
81,569
shares
|
$8.15 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
81,569
shares
|
$8.15 Million
1.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
81,268
shares
|
$8.12 Million
0.25% of portfolio
|
Q2 2025
Added 78.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
80,679
shares
|
$8.06 Million
0.14% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
80,358
shares
|
$8.03 Million
2.05% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
79,737
shares
|
$7.96 Million
0.06% of portfolio
|
Q2 2025
Added 15.39%
|