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 868 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
92,622
shares
|
$8.8 Million
3.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
91,622
shares
|
$8.71 Million
3.34% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
91,468
shares
|
$8.69 Million
1.33% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
91,262
shares
|
$8.68 Million
0.55% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
90,910
shares
|
$8.64 Million
0.56% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
90,740
shares
|
$8.63 Million
1.98% of portfolio
|
Q4 2023
Added 1.34%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
90,363
shares
|
$8.59 Million
1.32% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
90,349
shares
|
$8.59 Million
0.6% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
90,264
shares
|
$8.58 Million
2.43% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
90,117
shares
|
$8.57 Million
2.29% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
87,635
shares
|
$8.33 Million
0.25% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
87,604
shares
|
$8.33 Million
1.11% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
87,300
shares
|
$8.3 Million
6.78% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
86,080
shares
|
$8.18 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
86,080
shares
|
$8.18 Million
0.26% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
84,859
shares
|
$8.07 Million
2.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
84,662
shares
|
$8.05 Million
1.49% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
83,783
shares
|
$7.96 Million
1.47% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
82,388
shares
|
$7.83 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
82,082
shares
|
$7.8 Million
0.85% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
81,905
shares
|
$7.79 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
81,904
shares
|
$7.79 Million
1.35% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
81,542
shares
|
$7.75 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
80,693
shares
|
$7.67 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
80,107
shares
|
$7.61 Million
1.69% of portfolio
|
Q1 2025
Added 2.57%
|