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 |
|---|---|---|---|---|---|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
387,561
shares
|
$41.8 Million
6.37% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
366,093
shares
|
$39.5 Million
0.87% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
365,900
shares
|
$39.5 Million
5.13% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
363,535
shares
|
$39.2 Million
6.41% of portfolio
|
Q2 2025
Reduced 58.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
352,449
shares
|
$38 Million
0.05% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
348,017
shares
|
$37.6 Million
7.99% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
342,698
shares
|
$37 Million
3.52% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
336,405
shares
|
$36.3 Million
0.34% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
334,251
shares
|
$36.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
324,632
shares
|
$35 Million
10.52% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
315,199
shares
|
$34 Million
13.44% of portfolio
|
Q2 2023
Added 18.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
309,020
shares
|
$33.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
307,815
shares
|
$33.2 Million
9.17% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
295,952
shares
|
$31.9 Million
9.67% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
295,806
shares
|
$31.9 Million
20.32% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
289,717
shares
|
$31.3 Million
0.08% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
281,390
shares
|
$30.4 Million
1.65% of portfolio
|
Q3 2022
Reduced 14.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
263,783
shares
|
$28.5 Million
3.74% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
262,369
shares
|
$28.3 Million
8.57% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
261,110
shares
|
$28.2 Million
15.74% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
257,138
shares
|
$27.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
257,110
shares
|
$27.7 Million
11.17% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
248,783
shares
|
$26.9 Million
10.57% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
244,883
shares
|
$26.4 Million
15.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,493
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Added 11.45%
|