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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
214,715
shares
|
$19.2 Million
0.66% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
212,814
shares
|
$19 Million
0.61% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
211,180
shares
|
$18.9 Million
11.05% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
208,855
shares
|
$18.7 Million
9.26% of portfolio
|
Q1 2025
Added 2320511.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
208,387
shares
|
$18.6 Million
6.18% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
208,336
shares
|
$18.6 Million
0.08% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
207,017
shares
|
$18.5 Million
3.68% of portfolio
|
Q1 2025
Added 54.63%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
206,533
shares
|
$18.5 Million
2.13% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
206,228
shares
|
$18.4 Million
2.99% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
201,966
shares
|
$18 Million
0.06% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
201,303
shares
|
$18 Million
16.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
197,174
shares
|
$17.6 Million
3.78% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
193,691
shares
|
$17.3 Million
9.56% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
193,195
shares
|
$17.3 Million
5.46% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
191,079
shares
|
$17.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
190,744
shares
|
$17 Million
5.99% of portfolio
|
Q1 2025
Added 23.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
189,694
shares
|
$17 Million
0.03% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
188,348
shares
|
$16.8 Million
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
187,997
shares
|
$16.8 Million
2.56% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
187,251
shares
|
$16.7 Million
4.51% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
186,894
shares
|
$16.7 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
183,432
shares
|
$16.4 Million
9.49% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
182,759
shares
|
$16.3 Million
4.85% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
181,643
shares
|
$16.2 Million
0.58% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
180,990
shares
|
$16.2 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.98%
|