Avantis U.S. Equity ETFAVUSETF
13F holders, Q1 2024 (March 31)354holders
2famous investors
$89.42avg. 13F price*
At the end of Q1 2024, 354 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings. The largest holders were Oak Root LLC ($272.4M), American Century Companies Inc. ($247.5M) and Annex Advisory Services, LLC ($231.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $19.5M |
| Exits | 20 | $85.7M |
Ownership 354 holders
| Oak Root LLC | 36.50% | Add +2.1% | 3,043,506 | $272.4M |
| American Century Companies Inc. | 0.16% | Add +0.3% | 2,764,877 | $247.5M |
| Annex Advisory Services, LLC | 8.23% | Add +67.2% | 2,589,189 | $231.7M |
| Allworth Financial LP | 1.42% | Add +1.8% | 2,246,289 | $201.0M |
| HighTower Advisors, LLC | 0.25% | Reduce -1.5% | 1,727,503 | $154.6M |
| Pacific Life Fund Advisors LLC | 13.70% | Add +5.4% | 1,560,168 | $139.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +12.8% | 1,528,153 | $136.8M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +3.9% | 1,447,144 | $129.5M |
| Creative Planning | 0.13% | Reduce -8.2% | 1,344,716 | $120.4M |
| Adero Partners, LLC | 9.03% | Add +7.1% | 1,333,417 | $119.3M |
| LPL Financial LLC | 0.06% | Add +0.6% | 1,246,731 | $111.6M |
| Traphagen Investment Advisors LLC | 10.81% | Add +1.4% | 1,132,382 | $101.3M |
| RVW Wealth, LLC | 10.24% | Reduce -1.2% | 1,112,935 | $99.6M |
| Morgan Stanley | 0.01% | Add +13.8% | 1,081,320 | $96.8M |
| Great Point Wealth Advisors, LLC | 21.94% | Add +25.4% | 1,051,625 | $94.1M |
| Waypoint Wealth Partners Inc. | 23.96% | Add +4.4% | 940,922 | $84.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.2% | 871,337 | $78.0M |
| Quantum Financial Advisors, LLC | 14.18% | Add +5.9% | 860,867 | $77.0M |
| WMS Partners, LLC | 4.97% | Add +10.9% | 806,203 | $72.2M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +2.2% | 759,511 | $68.0M |
| Modera Wealth Management, LLC | 1.02% | Add +5.7% | 751,705 | $67.3M |
| OneDigital Investment Advisors LLC | 1.02% | Add +2.4% | 722,556 | $64.7M |
| Full Sail Capital, LLC | 4.39% | Add +1.7% | 703,379 | $63.0M |
| BCR Wealth Strategies, LLC | 37.65% | Reduce -0.6% | 621,353 | $55.6M |
| Werba Rubin Papier Wealth Management | 15.05% | Add +0.1% | 579,728 | $51.9M |
| Plancorp, LLC | 2.03% | Reduce -0.6% | 521,299 | $46.7M |
| SC&H Financial Advisors, Inc. | 11.81% | Add +7.3% | 506,897 | $45.4M |
| Smith Anglin Financial, LLC | 4.65% | Add +2.4% | 502,863 | $45.0M |
| JRM Investment Counsel, LLC | 14.28% | Add +6.3% | 445,706 | $39.9M |
| B&D White Capital Company, LLC | 8.71% | Reduce -4.6% | 438,012 | $39.2M |
| Awm Capital, LLC | 6.40% | Reduce -1.9% | 428,882 | $38.4M |
| Red Lighthouse Investment Management, LLC | 15.40% | Reduce -0.4% | 427,809 | $38.3M |
| McGlone Suttner Wealth Management, Inc. | 6.93% | Add +2673.3% | 412,950 | $37.0M |
| Leo Wealth, LLC | 3.76% | Add +5.9% | 411,427 | $36.8M |
| Strategic Blueprint, LLC | 2.58% | Add +0.6% | 405,374 | $36.3M |
| Park Avenue Securities LLC | 0.47% | Add +10.5% | 405,027 | $36.3M |
| Rockwood Wealth Management, LLC | 4.58% | Reduce -0.4% | 396,107 | $35.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +8.0% | 395,578 | $35.4M |
| WMG Financial Advisors, LLC | 19.82% | Add +5.6% | 387,012 | $34.6M |
| MML Investors Services, LLC | 0.13% | Add +49.1% | 349,862 | $31.3M |
| Websterrogers Financial Advisors, LLC | 10.82% | Add +10.0% | 339,979 | $30.4M |
| WCG Wealth Advisors LLC | 2.49% | Add +7.8% | 332,772 | $29.8M |
| Buckingham Strategic Wealth, LLC | 0.31% | Reduce -4.9% | 331,887 | $29.7M |
| Continuum Wealth Advisors, LLC | 16.27% | Add +17.7% | 321,616 | $28.8M |
| Waverly Advisors, LLC | 0.67% | Reduce -0.0% | 320,208 | $28.7M |
| Bank of America Corp. | 0.00% | Reduce -26.1% | 318,614 | $28.5M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 310,991 | $27.8M |
| Bank of New York Mellon Corp | 0.00% | Add +31.1% | 285,319 | $25.5M |
| Waypoint Capital Advisors, LLC | 6.64% | Add +11.1% | 283,565 | $25.4M |
| Mariner, LLC | 0.05% | Add +53.4% | 267,118 | $23.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.9% | 260,013 | $23.3M |
| Bridgewater Advisors Inc. | 3.33% | Add +28.3% | 248,193 | $22.2M |
| REDW Wealth LLC | 5.92% | Add +7.4% | 245,404 | $22.0M |
| Tortoise Investment Management, LLC | 2.60% | Add +12.8% | 239,314 | $21.4M |
| Trellis Wealth Advisors LLC | 11.70% | Add +0.1% | 231,439 | $20.7M |
| Highland Financial Advisors, LLC | 8.17% | Add +2.3% | 228,193 | $20.4M |
| WorthPointe, LLC | 10.15% | Add +2.6% | 225,258 | $20.2M |
| Signature Resources Capital Management, LLC | 18.62% | Reduce -1.0% | 243,333 | $19.8M |
| Bull Oak Capital, LLC | 13.28% | Add +378.7% | 221,424 | $19.8M |
| Burton Enright Welch | 4.71% | Reduce -3.2% | 218,693 | $19.6M |
| Disciplina Capital Management LLC | 3.29% | Add +71.9% | 217,789 | $19.5M |
| BSW Wealth Partners | 3.22% | Add +1431.5% | 212,215 | $19.0M |
| Raymond James & Associates | 0.01% | Add +3.7% | 211,056 | $18.9M |
| Apella Capital, LLC | 0.93% | Reduce -9.4% | 208,575 | $18.5M |
| Glenview Trust Co | 0.39% | Add +3.0% | 204,509 | $18.3M |
| Legacy Financial Group, Inc. | 7.13% | Add +8.3% | 202,316 | $18.1M |
| Divergent Planning, LLC | 7.59% | Add +2.6% | 201,322 | $18.0M |
| Passive Capital Management, LLC. | 6.91% | Reduce -0.6% | 197,237 | $17.7M |
| Acorn Financial Advisory Services Inc. | 3.24% | Reduce -22.8% | 191,744 | $17.2M |
| IHT Wealth Management, LLC | 0.69% | Add +263.0% | 191,165 | $17.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 7.42% | Reduce -1.5% | 192,009 | $16.8M |
| Cardiff Park Advisors, LLC | 1.55% | Add +0.2% | 181,650 | $16.3M |
| Focus Partners Advisor Solutions, LLC | 0.46% | Add +349.7% | 179,143 | $16.0M |
| Buttonwood Financial Group, LLC | 9.33% | Add +0.2% | 176,266 | $15.8M |
| Chicago Partners Investment Group LLC | 0.66% | Add +3.4% | 179,706 | $15.5M |
| Tanager Wealth Management LLP | 2.45% | Add +49.7% | 169,366 | $15.2M |
| Trajan Wealth LLC | 1.00% | — | 165,869 | $14.8M |
| HTG Investment Advisors, Inc. | 8.16% | Add +14.4% | 157,244 | $14.1M |
| WR Wealth Planners, LLC | 4.34% | Add +2.8% | 156,050 | $14.0M |
| FAS Wealth Partners, Inc. | 1.18% | Add +2.3% | 149,184 | $13.4M |
| CVA Family Office, LLC | 2.38% | Add +3.7% | 148,713 | $13.3M |
| Herold Advisors, Inc. | 3.21% | Add +10.3% | 148,109 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +279.1% | 143,479 | $12.8M |
| Zhang Financial LLC | 0.95% | Add +67.2% | 143,143 | $12.8M |
| Acropolis Investment Management, LLC | 0.84% | Add +1.1% | 142,840 | $12.8M |
| Cresset Asset Management, LLC | 0.06% | Add +1.1% | 139,568 | $12.5M |
| Auxano Advisors, LLC | 3.61% | Reduce -8.9% | 138,443 | $12.4M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +76.8% | 137,388 | $12.3M |
| LexAurum Advisors, LLC | 3.04% | Add +1.7% | 133,745 | $12.0M |
| Grand Wealth Management, LLC | 5.69% | Reduce -4.2% | 133,399 | $11.9M |
| Strategic Financial Concepts, LLC | 2.72% | Add +1035.5% | 125,974 | $11.3M |
| Clarity Capital Advisors, LLC | 8.68% | Add +0.5% | 121,509 | $10.9M |
| Arq Wealth Advisors, LLC | 4.65% | Add +15.7% | 119,577 | $10.7M |
| Flagstone Financial Management | 4.02% | Add +3.9% | 116,124 | $10.4M |
| Kwmg, LLC | 1.12% | Add +1.0% | 114,733 | $10.3M |
| Mattern Wealth Management LLC | 2.49% | Add +0.4% | 114,535 | $10.3M |
| FMB Wealth Management | 8.14% | Reduce -0.1% | 114,028 | $10.2M |
| Gateway Wealth Partners, LLC | 3.61% | Add +15.4% | 112,379 | $10.1M |
| Greenspring Advisors, LLC | 2.41% | Add +2.0% | 107,759 | $9.6M |
| Sage Rhino Capital LLC | 2.23% | Reduce -2.1% | 105,569 | $9.4M |
"% of holder's portfolio" is AVUS's weight in each manager's 13F, not the share of Avantis U.S. Equity ETF the manager owns.