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 399 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,393,936
shares
|
$336 Million
11.71% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
3,105,014
shares
|
$307 Million
0.18% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 30, 2024 Q3 2024 |
3,036,602
shares
|
$300 Million
36.46% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,256,772
shares
|
$223 Million
9.89% of portfolio
|
Q3 2022
Added 23.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,702,309
shares
|
$168 Million
0.05% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,625,656
shares
|
$161 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,442,769
shares
|
$143 Million
9.49% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,342,266
shares
|
$133 Million
0.06% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,340,029
shares
|
$133 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,318,746
shares
|
$130 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,218,893
shares
|
$121 Million
0.01% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,156,998
shares
|
$114 Million
12.69% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
1,106,513
shares
|
$109 Million
22.92% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,062,852
shares
|
$105 Million
27.91% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,061,480
shares
|
$105 Million
9.93% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
965,577
shares
|
$95.5 Million
22.32% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
947,239
shares
|
$93.7 Million
5.31% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
900,665
shares
|
$89.1 Million
0.12% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
890,256
shares
|
$88.1 Million
0.19% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
846,295
shares
|
$83.7 Million
7.88% of portfolio
|
Q3 2024
Added 45.64%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
807,616
shares
|
$79.9 Million
0.99% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
744,603
shares
|
$73.7 Million
0.84% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$72.7 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
698,265
shares
|
$69.1 Million
4.29% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
679,446
shares
|
$67.2 Million
0.25% of portfolio
|
Q3 2024
Added 20.3%
|