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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
163,934
shares
|
$15.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
163,769
shares
|
$15.6 Million
5.71% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
163,750
shares
|
$15.6 Million
0.47% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
163,361
shares
|
$15.5 Million
5.63% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
162,049
shares
|
$15.4 Million
3.22% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
162,035
shares
|
$15.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
161,984
shares
|
$15.4 Million
1.16% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
161,297
shares
|
$15.3 Million
1.81% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
157,843
shares
|
$15 Million
0.78% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
157,833
shares
|
$15 Million
4.69% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
155,377
shares
|
$14.8 Million
1.52% of portfolio
|
Q1 2025
Added 80.17%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
155,332
shares
|
$14.8 Million
2.07% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
154,053
shares
|
$14.6 Million
10.3% of portfolio
|
Q1 2025
New holding
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
153,834
shares
|
$14.6 Million
2.09% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
151,697
shares
|
$14.4 Million
0.88% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
150,699
shares
|
$14.3 Million
5.26% of portfolio
|
Q2 2025
Added 624.44%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
149,342
shares
|
$14.2 Million
2.94% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
148,257
shares
|
$14.1 Million
0.77% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
148,023
shares
|
$14.1 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
147,439
shares
|
$14 Million
2.49% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
146,123
shares
|
$13.9 Million
3.74% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
145,052
shares
|
$13.8 Million
1.25% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
144,892
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
144,109
shares
|
$13.7 Million
8.76% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
142,879
shares
|
$13.6 Million
0.16% of portfolio
|
Q1 2025
Added 7.5%
|