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 515 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,762,043
shares
|
$525 Million
3.57% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
3,474,063
shares
|
$383 Million
0.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 14, 2025 Q3 2025 |
3,032,705
shares
|
$334 Million
38.18% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,619,704
shares
|
$289 Million
8.09% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$249 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,230,883
shares
|
$246 Million
0.08% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,093,479
shares
|
$231 Million
8.02% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,674,852
shares
|
$185 Million
0.05% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,659,169
shares
|
$183 Million
10.44% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,637,938
shares
|
$181 Million
0.21% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,233,425
shares
|
$136 Million
15.13% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
1,190,992
shares
|
$131 Million
24.75% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,149,499
shares
|
$127 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,125,366
shares
|
$124 Million
24.62% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,095,810
shares
|
$121 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,078,562
shares
|
$119 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,059,366
shares
|
$117 Million
27.98% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,039,992
shares
|
$115 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,032,578
shares
|
$114 Million
1.33% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
963,621
shares
|
$106 Million
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$98.2 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
827,091
shares
|
$91.2 Million
7.74% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
749,460
shares
|
$82.6 Million
0.39% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$81 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
681,498
shares
|
$75.1 Million
26.05% of portfolio
|
Q3 2025
Added 1.79%
|