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 732 institutions that hold shares in the stock, with a total of 99 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,185,424
shares
|
$625 Million
0.59% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,863,012
shares
|
$390 Million
0.17% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,596,816
shares
|
$364 Million
14.61% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,157,246
shares
|
$319 Million
0.02% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,712,925
shares
|
$274 Million
15.21% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,246,883
shares
|
$227 Million
5.9% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
2,227,544
shares
|
$225 Million
2.47% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,807,129
shares
|
$183 Million
0.06% of portfolio
|
Q3 2024
Added 253.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,729,579
shares
|
$175 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,282,805
shares
|
$130 Million
0.03% of portfolio
|
Q3 2024
Added 227.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,256,543
shares
|
$127 Million
0.11% of portfolio
|
Q3 2024
Added 48.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,200,047
shares
|
$121 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,194,018
shares
|
$121 Million
0.27% of portfolio
|
Q3 2024
Added 465.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,162,613
shares
|
$118 Million
5.4% of portfolio
|
Q3 2022
Added 9.97%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,136,466
shares
|
$115 Million
0.02% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,094,529
shares
|
$111 Million
0.02% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,056,146
shares
|
$107 Million
12.24% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
977,236
shares
|
$98.8 Million
6.11% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
969,484
shares
|
$98 Million
1.35% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
969,267
shares
|
$98 Million
1.51% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
960,645
shares
|
$97.1 Million
0.13% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
899,145
shares
|
$90.9 Million
0.13% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
879,097
shares
|
$88.9 Million
1.58% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
848,684
shares
|
$85.8 Million
2.93% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
837,800
shares
|
$84.7 Million
3.3% of portfolio
|
Q3 2024
Added 3.77%
|