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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
298,028
shares
|
$28.8 Million
2.07% of portfolio
|
Q1 2025
Added 29.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
292,534
shares
|
$28.3 Million
0.08% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
287,204
shares
|
$27.8 Million
10.89% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
277,951
shares
|
$26.9 Million
3.97% of portfolio
|
Q3 2023
Added 5.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
276,263
shares
|
$26.7 Million
14.08% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
271,286
shares
|
$26.2 Million
11.14% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
270,863
shares
|
$26.2 Million
0.38% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
270,697
shares
|
$26.2 Million
8.32% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
269,883
shares
|
$26.1 Million
0.18% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,767
shares
|
$26 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
261,765
shares
|
$25.3 Million
2.29% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
261,552
shares
|
$25.3 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
261,449
shares
|
$25.3 Million
3.65% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
259,668
shares
|
$25.1 Million
3.23% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
259,148
shares
|
$25 Million
4.74% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
257,701
shares
|
$24.9 Million
4.23% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
255,094
shares
|
$24.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
250,474
shares
|
$24.2 Million
1.01% of portfolio
|
Q2 2025
Added 121.4%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
249,975
shares
|
$24.2 Million
2.97% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
247,112
shares
|
$23.9 Million
11.74% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
246,960
shares
|
$23.9 Million
0.06% of portfolio
|
Q3 2023
Added 5.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
245,828
shares
|
$23.8 Million
0.28% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
240,820
shares
|
$23.3 Million
0.52% of portfolio
|
Q2 2025
Added 93.4%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
238,555
shares
|
$23.1 Million
5.95% of portfolio
|
Q2 2025
Added 48.02%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
236,422
shares
|
$22.8 Million
2.42% of portfolio
|
Q2 2025
Added 1.63%
|