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 |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
180,367
shares
|
$16.1 Million
3.68% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
179,097
shares
|
$16 Million
3.67% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
178,944
shares
|
$16 Million
2.34% of portfolio
|
Q1 2023
Added 6.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,677
shares
|
$15.9 Million
0.09% of portfolio
|
Q2 2023
Reduced 13.47%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
175,490
shares
|
$15.7 Million
3.81% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
173,162
shares
|
$15.5 Million
5.43% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
172,777
shares
|
$15.4 Million
4.85% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
171,338
shares
|
$15.3 Million
2.19% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
169,052
shares
|
$15.1 Million
4.33% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
168,923
shares
|
$15.1 Million
1.84% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
167,907
shares
|
$15 Million
3.15% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
167,589
shares
|
$15 Million
0.09% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
167,285
shares
|
$15 Million
4.02% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
167,047
shares
|
$14.9 Million
8.54% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
166,279
shares
|
$14.9 Million
3.37% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
165,834
shares
|
$14.8 Million
1.76% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
164,841
shares
|
$14.7 Million
2.55% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
164,841
shares
|
$14.7 Million
1.64% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
164,553
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
163,934
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
163,769
shares
|
$14.6 Million
5.71% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
163,750
shares
|
$14.6 Million
0.47% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
163,361
shares
|
$14.6 Million
5.63% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
162,035
shares
|
$14.5 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
161,984
shares
|
$14.5 Million
1.16% of portfolio
|
Q1 2025
Added 2.74%
|