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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
3,757
shares
|
$363,076
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,708
shares
|
$358,341
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$357,568
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,694
shares
|
$356,988
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
3,681
shares
|
$355,731
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,660
shares
|
$353,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
3,646
shares
|
$352,349
0.08% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
3,624
shares
|
$350,223
0.11% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$349,450
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
3,604
shares
|
$348,290
0.15% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,600
shares
|
$347,904
0.05% of portfolio
|
Q4 2023
Added 22400.0%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,551
shares
|
$343,168
0.07% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
3,472
shares
|
$335,534
0.14% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,370
shares
|
$325,676
0.11% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
3,355
shares
|
$324,227
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
3,355
shares
|
$324,227
0.15% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
3,354
shares
|
$324,130
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,347
shares
|
$323,454
0.08% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,326
shares
|
$321,424
0.0% of portfolio
|
Q1 2025
Added 95.53%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,325
shares
|
$321,328
0.01% of portfolio
|
Q3 2022
Reduced 25.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,299
shares
|
$318,815
0.0% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,265
shares
|
$315,529
0.1% of portfolio
|
Q2 2025
Reduced 46.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,239
shares
|
$313,016
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
3,226
shares
|
$311,760
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,205
shares
|
$309,731
0.06% of portfolio
|
Q1 2022
New holding
|