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 961 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,011,401
shares
|
$98.7 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,001,576
shares
|
$97.7 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
994,882
shares
|
$97.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
860,585
shares
|
$84 Million
8.83% of portfolio
|
Q3 2025
Added 156.77%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
831,724
shares
|
$81.2 Million
2.4% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
796,316
shares
|
$77.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
781,089
shares
|
$76.2 Million
5.48% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
779,377
shares
|
$76.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
775,581
shares
|
$75.7 Million
0.43% of portfolio
|
Q3 2025
Added 104.71%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
725,819
shares
|
$70.8 Million
2.38% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
705,596
shares
|
$68.9 Million
5.49% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
692,014
shares
|
$67.5 Million
3.91% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
636,120
shares
|
$62.1 Million
7.79% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
628,701
shares
|
$61.4 Million
0.29% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
619,638
shares
|
$60.5 Million
12.34% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
614,276
shares
|
$59.9 Million
0.08% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
605,662
shares
|
$59.1 Million
3.35% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
595,798
shares
|
$58.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
583,399
shares
|
$56.9 Million
4.1% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
583,079
shares
|
$56.9 Million
18.39% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
582,643
shares
|
$56.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
573,716
shares
|
$56 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
553,505
shares
|
$54 Million
2.28% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,237
shares
|
$52.1 Million
0.03% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
505,994
shares
|
$49.4 Million
0.21% of portfolio
|
Q3 2025
Added 2.45%
|
|