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 984 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,001,576
shares
|
$97.7 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
994,882
shares
|
$97.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
860,585
shares
|
$84 Million
8.83% of portfolio
|
Q3 2025
Added 156.77%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
831,724
shares
|
$81.2 Million
2.4% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
796,316
shares
|
$77.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$76.2 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
779,377
shares
|
$76.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
775,581
shares
|
$75.7 Million
0.43% of portfolio
|
Q3 2025
Added 104.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
727,507
shares
|
$71 Million
0.9% of portfolio
|
Q4 2025
Reduced 31.12%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
727,174
shares
|
$71 Million
2.29% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
705,596
shares
|
$68.9 Million
5.49% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
692,014
shares
|
$67.5 Million
3.91% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Symmetry Partners, LLC
|
Jan 27, 2026 Q4 2025 |
662,794
shares
|
$64.7 Million
4.39% of portfolio
|
Q4 2025
Added 276.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
645,547
shares
|
$63 Million
7.61% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
628,701
shares
|
$61.4 Million
0.29% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
619,638
shares
|
$60.5 Million
12.34% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
614,276
shares
|
$59.9 Million
0.08% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Pds Planning, Inc
|
Jan 26, 2026 Q4 2025 |
601,919
shares
|
$58.7 Million
4.04% of portfolio
|
Q4 2025
Added 3.17%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
583,567
shares
|
$57 Million
17.72% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$56.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
573,716
shares
|
$56 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
572,711
shares
|
$55.9 Million
2.11% of portfolio
|
Q4 2025
Added 3.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$52.1 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
505,994
shares
|
$49.4 Million
0.21% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
455,898
shares
|
$44.5 Million
6.7% of portfolio
|
Q4 2025
Added 1.45%
|
|