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 870 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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
187,251
shares
|
$17.8 Million
4.51% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
187,050
shares
|
$17.8 Million
9.48% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
186,894
shares
|
$17.8 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
181,390
shares
|
$17.2 Million
5.36% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
180,990
shares
|
$17.2 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
180,367
shares
|
$17.1 Million
3.68% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
178,944
shares
|
$17 Million
2.34% of portfolio
|
Q1 2023
Added 6.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,677
shares
|
$16.9 Million
0.09% of portfolio
|
Q2 2023
Reduced 13.47%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
176,424
shares
|
$16.8 Million
2.95% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
173,818
shares
|
$16.5 Million
8.7% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
173,428
shares
|
$16.5 Million
4.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
172,777
shares
|
$16.4 Million
4.85% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
171,910
shares
|
$16.3 Million
1.81% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
171,338
shares
|
$16.3 Million
2.19% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
169,052
shares
|
$16.1 Million
4.33% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
168,591
shares
|
$16 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
168,026
shares
|
$16 Million
1.51% of portfolio
|
Q2 2025
Added 54.24%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
167,907
shares
|
$16 Million
3.15% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
167,589
shares
|
$15.9 Million
0.09% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
166,279
shares
|
$15.8 Million
3.37% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
165,834
shares
|
$15.8 Million
1.76% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
164,841
shares
|
$15.7 Million
2.55% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
164,841
shares
|
$15.7 Million
1.64% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
164,553
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
163,934
shares
|
$15.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.29%
|