Institutional Ownership American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV). We have compiled data on the 832 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,991,514
shares
|
$736 Million
0.75% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,143,976
shares
|
$382 Million
0.17% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,520,278
shares
|
$324 Million
14.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,463,863
shares
|
$319 Million
0.02% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,694,865
shares
|
$248 Million
15.25% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,281,447
shares
|
$210 Million
6.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
2,262,344
shares
|
$208 Million
2.41% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,019,873
shares
|
$186 Million
0.02% of portfolio
|
Q4 2024
Added 68.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,816,723
shares
|
$167 Million
0.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$159 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,534,021
shares
|
$141 Million
0.04% of portfolio
|
Q4 2024
Added 19.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,406,084
shares
|
$130 Million
0.12% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,378,752
shares
|
$127 Million
0.03% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,208,917
shares
|
$111 Million
0.03% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$107 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,155,398
shares
|
$106 Million
2.04% of portfolio
|
Q4 2024
Added 42.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,134,550
shares
|
$105 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,062,382
shares
|
$97.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,046,504
shares
|
$96.4 Million
12.95% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,038,951
shares
|
$95.7 Million
0.14% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,000,486
shares
|
$92.2 Million
1.47% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
983,098
shares
|
$90.6 Million
6.21% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
973,523
shares
|
$89.7 Million
1.48% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
956,543
shares
|
$88.2 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
953,296
shares
|
$87.9 Million
0.13% of portfolio
|
Q4 2024
Added 6.02%
|