Institutional Ownership American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS). We have compiled data on the 490 institutions that hold shares in the stock, with a total of 75.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,735,407
shares
|
$383 Million
3.07% of portfolio
|
Q2 2025
Added 218.11%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,463,839
shares
|
$355 Million
0.2% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
3,032,705
shares
|
$311 Million
37.87% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,585,372
shares
|
$265 Million
8.58% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$231 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,149,684
shares
|
$220 Million
0.08% of portfolio
|
Q1 2025
Added 51.12%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,093,479
shares
|
$215 Million
8.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,659,169
shares
|
$170 Million
10.44% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,638,123
shares
|
$168 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,598,390
shares
|
$164 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,181,716
shares
|
$121 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
1,180,542
shares
|
$121 Million
14.28% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,155,709
shares
|
$118 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,136,946
shares
|
$117 Million
23.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,108,916
shares
|
$114 Million
24.04% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,076,711
shares
|
$110 Million
0.14% of portfolio
|
Q1 2025
Added 151.94%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,059,366
shares
|
$109 Million
27.98% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,040,407
shares
|
$107 Million
0.16% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
934,461
shares
|
$95.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$91.3 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
872,492
shares
|
$89.5 Million
1.11% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
871,830
shares
|
$89.4 Million
11.82% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
831,705
shares
|
$85.3 Million
7.83% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
749,717
shares
|
$76.9 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
747,979
shares
|
$76.7 Million
0.39% of portfolio
|
Q1 2025
Added 22.57%
|