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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
734,670
shares
|
$75.3 Million
6.31% of portfolio
|
Q2 2023
Added 96.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
706,489
shares
|
$72.4 Million
0.01% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
675,484
shares
|
$69.3 Million
12.98% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
667,556
shares
|
$68.4 Million
4.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
659,528
shares
|
$67.6 Million
0.02% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
657,924
shares
|
$67.5 Million
0.14% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
648,829
shares
|
$66.5 Million
26.32% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
641,396
shares
|
$65.8 Million
4.9% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
621,795
shares
|
$63.8 Million
12.49% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
601,310
shares
|
$61.7 Million
0.11% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
597,681
shares
|
$61.3 Million
0.55% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
595,701
shares
|
$61.1 Million
5.28% of portfolio
|
Q2 2025
Added 53.63%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
573,707
shares
|
$58.8 Million
4.6% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
530,115
shares
|
$54.4 Million
1.87% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
494,121
shares
|
$50.7 Million
7.52% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
488,965
shares
|
$50.1 Million
21.11% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
464,612
shares
|
$47.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
461,385
shares
|
$47.3 Million
35.61% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
441,668
shares
|
$45.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
427,809
shares
|
$43.9 Million
15.6% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
426,888
shares
|
$43.8 Million
2.36% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
416,254
shares
|
$42.7 Million
6.07% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
413,864
shares
|
$42.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
402,926
shares
|
$41.3 Million
5.08% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
401,089
shares
|
$41.1 Million
5.39% of portfolio
|
Q1 2025
Added 90.44%
|