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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
15,007
shares
|
$1.54 Million
0.34% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
14,966
shares
|
$1.53 Million
1.29% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
14,649
shares
|
$1.5 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
14,423
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
14,288
shares
|
$1.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
14,260
shares
|
$1.46 Million
0.57% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
13,924
shares
|
$1.43 Million
0.71% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
13,907
shares
|
$1.43 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
13,770
shares
|
$1.41 Million
0.36% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
13,650
shares
|
$1.4 Million
0.92% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
13,581
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
13,531
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
13,056
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
13,053
shares
|
$1.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
12,522
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
12,100
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
12,055
shares
|
$1.24 Million
1.07% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,957
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
11,888
shares
|
$1.22 Million
0.56% of portfolio
|
Q2 2023
Added 63.03%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
11,823
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
11,602
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,395
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2022
Added 2.04%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,184
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
11,160
shares
|
$1.14 Million
0.85% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
11,137
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|