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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
1,011,696
shares
|
$96.2 Million
1.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,011,401
shares
|
$96.1 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
915,454
shares
|
$87 Million
6.25% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
870,178
shares
|
$82.7 Million
0.66% of portfolio
|
Q1 2025
Added 1118.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
860,159
shares
|
$81.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
817,595
shares
|
$77.7 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$74.3 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
739,684
shares
|
$70.3 Million
0.04% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
705,715
shares
|
$67.1 Million
4.32% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
691,765
shares
|
$65.8 Million
2.25% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
635,751
shares
|
$60.4 Million
7.62% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
618,057
shares
|
$58.8 Million
4.54% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
612,625
shares
|
$58.2 Million
11.96% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
605,445
shares
|
$57.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
604,058
shares
|
$57.4 Million
0.23% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
591,380
shares
|
$56.2 Million
4.69% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
590,312
shares
|
$56.1 Million
3.17% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$55.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
576,446
shares
|
$54.8 Million
0.29% of portfolio
|
Q1 2025
Added 322.71%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
565,599
shares
|
$53.8 Million
18.71% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
557,406
shares
|
$53 Million
0.27% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$50.8 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
519,823
shares
|
$49.4 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
455,325
shares
|
$43.3 Million
2.65% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
453,260
shares
|
$43.1 Million
8.59% of portfolio
|
Q1 2025
Reduced 2.08%
|