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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45,343
shares
|
$4.31 Million
0.13% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,237
shares
|
$4.3 Million
0.99% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
44,791
shares
|
$4.26 Million
1.38% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
44,489
shares
|
$4.23 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
43,830
shares
|
$4.17 Million
1.77% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
43,504
shares
|
$4.14 Million
0.81% of portfolio
|
Q1 2025
Added 38.03%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
43,451
shares
|
$4.13 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
43,403
shares
|
$4.13 Million
1.24% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
43,275
shares
|
$4.11 Million
2.26% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
43,193
shares
|
$4.11 Million
3.15% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
43,100
shares
|
$4.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
41,864
shares
|
$3.98 Million
2.2% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
41,794
shares
|
$3.97 Million
0.27% of portfolio
|
Q3 2023
Added 5.07%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
39,529
shares
|
$3.76 Million
0.18% of portfolio
|
Q1 2025
Added 92.97%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
39,268
shares
|
$3.73 Million
0.38% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
39,200
shares
|
$3.73 Million
0.8% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
38,937
shares
|
$3.7 Million
0.05% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
38,814
shares
|
$3.69 Million
1.63% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
38,705
shares
|
$3.68 Million
0.34% of portfolio
|
Q1 2025
Added 75.79%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
38,195
shares
|
$3.63 Million
1.63% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
38,057
shares
|
$3.62 Million
0.88% of portfolio
|
Q1 2025
Reduced 73.79%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
37,458
shares
|
$3.56 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
37,311
shares
|
$3.55 Million
0.98% of portfolio
|
Q2 2025
Added 161.19%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
36,714
shares
|
$3.49 Million
2.68% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
36,176
shares
|
$3.44 Million
1.76% of portfolio
|
Q1 2025
Added 105.79%
|