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 |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
1,011,152
shares
|
$90.4 Million
5.91% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
935,129
shares
|
$83.6 Million
3.25% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
870,178
shares
|
$77.8 Million
0.66% of portfolio
|
Q1 2025
Added 1118.45%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
865,098
shares
|
$77.3 Million
6.53% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
860,159
shares
|
$76.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
817,595
shares
|
$73.1 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$69.8 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
751,803
shares
|
$67.2 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
739,684
shares
|
$66.1 Million
0.04% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
705,715
shares
|
$63.1 Million
4.32% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
663,812
shares
|
$59.3 Million
2.25% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
618,057
shares
|
$55.2 Million
4.54% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
612,625
shares
|
$54.8 Million
11.96% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
604,058
shares
|
$54 Million
0.23% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
591,380
shares
|
$52.9 Million
4.69% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
583,732
shares
|
$52.2 Million
7.3% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$52.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
576,446
shares
|
$51.5 Million
0.29% of portfolio
|
Q1 2025
Added 322.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
557,406
shares
|
$49.8 Million
0.27% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
557,383
shares
|
$49.8 Million
3.1% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$47.7 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
519,823
shares
|
$46.5 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
479,513
shares
|
$42.9 Million
18.44% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
478,688
shares
|
$42.8 Million
7.35% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
453,260
shares
|
$40.5 Million
8.59% of portfolio
|
Q1 2025
Reduced 2.08%
|