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 |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
42,992
shares
|
$4.15 Million
0.41% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
42,699
shares
|
$4.13 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
42,274
shares
|
$4.09 Million
0.78% of portfolio
|
Q2 2025
Reduced 57.91%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
41,864
shares
|
$4.05 Million
2.2% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
41,794
shares
|
$4.04 Million
0.27% of portfolio
|
Q3 2023
Added 5.07%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
41,618
shares
|
$4.02 Million
0.04% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
41,575
shares
|
$4.02 Million
0.05% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
41,176
shares
|
$3.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
41,155
shares
|
$3.98 Million
2.23% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
40,228
shares
|
$3.89 Million
1.92% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
39,200
shares
|
$3.79 Million
0.8% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
38,871
shares
|
$3.76 Million
0.44% of portfolio
|
Q2 2025
Reduced 67.01%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
38,195
shares
|
$3.69 Million
1.63% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
38,023
shares
|
$3.67 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
37,356
shares
|
$3.61 Million
2.09% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
37,311
shares
|
$3.61 Million
0.98% of portfolio
|
Q2 2025
Added 161.19%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
37,107
shares
|
$3.59 Million
1.04% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
36,714
shares
|
$3.55 Million
2.68% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
36,526
shares
|
$3.53 Million
0.08% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
35,872
shares
|
$3.47 Million
3.38% of portfolio
|
Q2 2025
Added 78.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
35,715
shares
|
$3.45 Million
0.17% of portfolio
|
Q2 2025
Added 49.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
35,611
shares
|
$3.44 Million
0.45% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
34,686
shares
|
$3.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
34,643
shares
|
$3.35 Million
0.09% of portfolio
|
Q2 2025
Added 33.77%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
34,574
shares
|
$3.34 Million
0.34% of portfolio
|
Q2 2025
Added 1.43%
|