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 |
|---|---|---|---|---|---|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,071,733
shares
|
$104 Million
11.79% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,011,401
shares
|
$97.7 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,007,914
shares
|
$97.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
915,454
shares
|
$88.5 Million
6.25% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
797,593
shares
|
$77.1 Million
2.34% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$75.5 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
771,745
shares
|
$74.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
758,568
shares
|
$73.3 Million
0.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
730,259
shares
|
$70.6 Million
3.96% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
691,765
shares
|
$66.9 Million
2.25% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
661,927
shares
|
$64 Million
5.07% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
635,751
shares
|
$61.4 Million
7.62% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
621,071
shares
|
$60 Million
3.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
619,902
shares
|
$59.9 Million
12.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
610,646
shares
|
$59 Million
0.22% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
607,835
shares
|
$58.7 Million
0.28% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
607,046
shares
|
$58.7 Million
0.23% of portfolio
|
Q2 2025
Added 503.45%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
605,445
shares
|
$58.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
590,312
shares
|
$57 Million
3.17% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$56.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
565,599
shares
|
$54.7 Million
18.71% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
561,391
shares
|
$54.3 Million
3.87% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$51.6 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
493,893
shares
|
$47.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
475,392
shares
|
$45.9 Million
0.67% of portfolio
|
Q2 2025
New holding
|