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 506 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 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
|
$403 Million
3.07% of portfolio
|
Q2 2025
Added 218.11%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
3,474,063
shares
|
$375 Million
0.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
3,032,705
shares
|
$327 Million
37.87% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,585,372
shares
|
$279 Million
8.58% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$244 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
|
$241 Million
0.08% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,093,479
shares
|
$226 Million
8.02% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,674,852
shares
|
$181 Million
0.05% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,659,169
shares
|
$179 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
|
$177 Million
0.21% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
1,359,030
shares
|
$147 Million
6.07% of portfolio
|
Q2 2025
Added 111.89%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,215,138
shares
|
$131 Million
14.95% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,149,499
shares
|
$124 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,136,946
shares
|
$123 Million
23.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,112,693
shares
|
$120 Million
0.15% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,108,916
shares
|
$120 Million
24.04% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,078,562
shares
|
$116 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,059,366
shares
|
$114 Million
27.98% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,039,992
shares
|
$112 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,016,141
shares
|
$110 Million
1.3% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
963,621
shares
|
$104 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
|
$96.1 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
831,705
shares
|
$89.8 Million
7.83% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
749,460
shares
|
$80.9 Million
0.39% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$79.3 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|