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 |
| My Personal CFO, LLC | 5.18% | Add +15.3% | 100,351 | $9.0M |
| Lantern Wealth Advisors, LLC | 6.10% | Add +3.8% | 96,955 | $8.7M |
| Anderson Hoagland & Co. | 0.96% | Add +31.2% | 97,814 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +30.3% | 94,804 | $8.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +30.7% | 94,146 | $8.4M |
| Wedmont Private Capital | 0.59% | Add +0.2% | 91,419 | $8.1M |
| Regatta Capital Group, LLC | 1.82% | Reduce -17.6% | 90,585 | $8.1M |
| Mutual Advisors, LLC | 0.26% | Add +31.4% | 90,575 | $8.1M |
| Callan Capital, LLC | 0.71% | Reduce -8.7% | 90,044 | $8.1M |
| Echo Wealth Management, LLC | 6.56% | Reduce -6.7% | 88,399 | $7.9M |
| Orion Capital Management LLC | 4.21% | Add +8.1% | 88,233 | $7.9M |
| McLean Asset Management Corp | 2.70% | Add +3.9% | 88,907 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -87.3% | 87,990 | $7.9M |
| Brio Consultants, LLC | 1.31% | Reduce -6.3% | 86,474 | $7.7M |
| Northwest Wealth Management, LLC | 2.11% | Add +8.8% | 85,996 | $7.7M |
| Ehrlich Financial Group | 6.15% | Reduce -13.3% | 81,573 | $7.3M |
| Perigon Wealth Management, LLC | 0.21% | Add +34.3% | 78,403 | $7.0M |
| Fonville Wealth Management LLC | 2.96% | Add +2.5% | 74,748 | $6.7M |
| Bayshore Asset Management, LLC | 3.22% | Add +17.8% | 73,395 | $6.6M |
| Foundations Investment Advisors, LLC | 0.17% | Add +5.2% | 72,487 | $6.5M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -8.3% | 71,723 | $6.4M |
| Raffa Wealth Management, LLC | 1.87% | Add +12.1% | 70,163 | $6.3M |
| Vannoy Advisory Group, Inc. | 4.89% | No change | 70,142 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +7.6% | 69,828 | $6.2M |
| SFG Wealth Management, LLC. | 3.68% | Reduce -5.6% | 69,173 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.6% | 68,582 | $6.1M |
| UBS Group AG | 0.00% | Reduce -7.0% | 67,994 | $6.1M |
| True Wealth Design, LLC | 1.49% | Reduce -5.0% | 66,868 | $6.0M |
| Versant Capital Management, Inc | 1.69% | Reduce -0.0% | 66,107 | $5.9M |
| Meredith Wealth Planning | 3.22% | Add +2.5% | 64,409 | $5.8M |
| Financial Symmetry Inc | 5.00% | Reduce -0.1% | 63,790 | $5.7M |
| Annandale Capital, LLC | 1.29% | Add +62.6% | 63,705 | $5.7M |
| Cwm, LLC | 0.03% | Reduce -9.9% | 61,145 | $5.5M |
| Farther Finance Advisors, LLC | 0.33% | Add +1.7% | 60,561 | $5.4M |
| Forum Financial Management, LP | 0.09% | Reduce -10.1% | 59,555 | $5.3M |
| Canvas Wealth Advisors, LLC | 1.71% | Add +9.9% | 59,805 | $5.1M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 56,331 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 55,667 | $5.0M |
| ML & R Wealth Management LLC | 1.13% | Reduce -35.8% | 54,863 | $4.9M |
| Morling Financial Advisors, LLC | 2.78% | Reduce -1.0% | 54,357 | $4.9M |
| HB Wealth Management, LLC | 0.06% | Reduce -2.1% | 53,746 | $4.8M |
| Geometric Wealth Advisors | 1.12% | No change | 52,825 | $4.7M |
| SOL Capital Management CO | 0.59% | Reduce -13.9% | 52,771 | $4.7M |
| Quarry Hill Advisors, LLC | 3.42% | Reduce -5.3% | 51,864 | $4.6M |
| L & S Advisors Inc | 0.58% | Reduce -0.6% | 50,346 | $4.5M |
| MN Wealth Advisors, LLC | 2.70% | Add +0.7% | 48,834 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.34% | Add +5.8% | 47,267 | $4.2M |
| Castle Wealth Management LLC | 2.18% | Reduce -1.6% | 46,620 | $4.2M |
| Good Life Advisors, LLC | 0.36% | Add +111.0% | 45,902 | $4.1M |
| Lakeridge Wealth Management LLC | 2.61% | Add +5.9% | 45,000 | $4.0M |
| Fielder Capital Group LLC | 1.75% | Add +4.2% | 43,868 | $3.9M |
| Prosperity Financial Group, Inc. | 2.39% | Add +657.8% | 43,202 | $3.9M |
| Trademark Financial Management, LLC | 3.19% | Reduce -56.0% | 42,957 | $3.8M |
| Cypress Point Wealth Management, LLC | 1.97% | Add +0.9% | 42,909 | $3.8M |
| Seed Wealth Management, Inc. | 3.63% | Add +0.8% | 42,530 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2.6% | 40,714 | $3.6M |
| Visionary Horizons, LLC | 2.60% | Add +2.2% | 38,577 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.9% | 36,748 | $3.3M |
| North Ridge Wealth Advisors, Inc. | 2.52% | No change | 36,359 | $3.3M |
| Cetera Investment Advisers | 0.01% | New | 36,310 | $3.2M |
| Summit X, LLC | 0.83% | Add +14.7% | 36,001 | $3.2M |
| Triune Financial Partners, LLC | 1.12% | Add +0.3% | 35,902 | $3.2M |
| Facet Wealth, Inc. | 0.10% | Reduce -27.8% | 34,415 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 32,833 | $2.9M |
| Prosperity Planning, Inc. | 1.39% | Add +0.0% | 31,972 | $2.9M |
| Integrity Wealth Solutions LLC | 1.85% | Add +3.5% | 31,661 | $2.8M |
| Elevation Wealth Partners, LLC | 1.40% | Add +0.8% | 31,290 | $2.8M |
| Physician Wealth Solutions Inc. | 2.25% | Reduce -0.9% | 29,878 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +11.7% | 29,807 | $2.7M |
| SageView Advisory Group, LLC | 0.13% | Reduce -0.1% | 29,495 | $2.6M |
| Silverlake Wealth Management LLC | 1.34% | Add +1.2% | 29,411 | $2.6M |
| Certified Advisory Corp | 0.36% | Add +19.5% | 28,840 | $2.6M |
| KWB Wealth | 0.35% | Reduce -4.0% | 28,695 | $2.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.93% | Add +173.5% | 28,010 | $2.5M |
| Sollinda Capital Management LLC | 0.77% | Add +11.2% | 27,606 | $2.5M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -7.7% | 27,552 | $2.5M |
| Ruedi Wealth Management, Inc. | 1.02% | Reduce -11.5% | 27,100 | $2.4M |
| Hill Investment Group Partners, LLC | 0.32% | Reduce -13.3% | 25,614 | $2.3M |
| Intelligence Driven Advisers, LLC | 0.34% | Reduce -17.3% | 25,601 | $2.3M |
| Magnus Financial Group LLC | 0.27% | Reduce -11.2% | 24,911 | $2.2M |
| Morris Financial Concepts, Inc. | 1.13% | Reduce -1.4% | 24,668 | $2.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.57% | Add +29.5% | 22,272 | $2.0M |
| Lion Street Advisors, LLC | 0.77% | No change | 23,108 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 21,040 | $1.9M |
| Earned Wealth Advisors, LLC | 0.70% | Add +0.4% | 20,562 | $1.8M |
| Vicus Capital | 0.17% | Add +6.2% | 20,334 | $1.8M |
| Beacon Financial Group | 0.20% | Add +128.8% | 19,899 | $1.8M |
| Angeles Wealth Management, LLC | 0.18% | Add +28.0% | 19,750 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 1.00% | Add +2.7% | 18,977 | $1.7M |
| Captrust Financial Advisors | 0.01% | Reduce -18.4% | 18,824 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -27.2% | 18,200 | $1.6M |
| Collective Family Office LLC | 0.53% | Add +20.9% | 18,088 | $1.6M |
| TFB Advisors LLC | 0.57% | Add +26.9% | 18,324 | $1.6M |
| UMB Bank, n.a. | 0.02% | Add +2.0% | 17,111 | $1.5M |
| ARK & TLK Investments, LLC | 0.59% | Add +15.5% | 16,795 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.9% | 16,549 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +498.2% | 16,457 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -52.5% | 15,711 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +23.6% | 15,581 | $1.4M |
| Wealth Management Partners, LLC | 0.69% | Add +8.2% | 15,074 | $1.3M |
| Trustmark Bank Trust Department | 0.11% | Reduce -3.4% | 14,423 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 14,306 | $1.3M |
| Valued Wealth Advisors LLC | 0.91% | Add +2.1% | 14,296 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +44.5% | 14,290 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +35.4% | 14,222 | $1.3M |
| Atlas Wealth LLC | 1.02% | Reduce -9.1% | 14,005 | $1.3M |
| Tanglewood Legacy Advisors, LLC | 0.61% | No change | 13,932 | $1.2M |
| Waterfront Wealth Inc. | 0.34% | Add +1.1% | 14,321 | $1.2M |
| M&T Bank Corp | 0.00% | No change | 12,597 | $1.1M |
| Summit Wealth Partners, LLC | 0.24% | New | 12,389 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +113.9% | 11,906 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.57% | No change | 11,888 | $1.1M |
| Citizens & Northern Corp. | 0.36% | No change | 11,823 | $1.1M |
| Cooper/Haims Advisors, LLC | 0.61% | Add +0.3% | 11,752 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.39% | Reduce -1.1% | 11,528 | $1.0M |
| Citadel Advisors | 0.00% | New | 11,349 | $1.0M |
| Eaton-Cambridge Inc. | 0.54% | No change | 11,310 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Add +30.9% | 11,132 | $996K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 11,116 | $995K |
| Savant Capital, LLC | 0.01% | Reduce -4.9% | 11,107 | $994K |
| HUB Investment Partners, LLC | 0.05% | Add +5.2% | 10,829 | $969K |
| CGN Advisors LLC | 0.12% | Add +24.8% | 10,687 | $956K |
| Truepoint, Inc. | 0.02% | Reduce -6.5% | 9,770 | $874K |
| Evanson Asset Management, LLC | 0.06% | Add +17.2% | 9,714 | $869K |
| Betterment LLC | 0.00% | Reduce -25.4% | 9,667 | $865K |
| Signet Financial Management, LLC | 0.12% | Add +10.9% | 9,475 | $848K |
| CAP Partners, LLC | 0.73% | New | 9,290 | $831K |
| Avestar Capital, LLC | 0.09% | Reduce -6.9% | 8,993 | $805K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -7.5% | 8,981 | $804K |
| Austin Asset Management Co Inc | 0.18% | Reduce -2.7% | 8,979 | $804K |
| Pine Harbor Wealth Management, LLC | 0.49% | No change | 8,781 | $786K |
| Advisory Services Network, LLC | 0.02% | Add +102.4% | 8,779 | $786K |
| Almanack Investment Partners, LLC. | 0.13% | Add +0.0% | 8,658 | $775K |
| Aprio Wealth Management, LLC | 0.15% | Reduce -6.7% | 8,633 | $773K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $771K |
| PrairieView Partners, LLC | 0.09% | Reduce -1.3% | 8,570 | $768K |
| Midwest Heritage Bank, FSB | 0.39% | Add +0.1% | 8,262 | $739K |
| Lam Group, Inc. | 0.59% | No change | 8,025 | $718K |
| WESPAC Advisors SoCal, LLC | 0.18% | Add +3.4% | 7,805 | $699K |
| Monument Group Wealth Advisors, LLC | 0.52% | Reduce -3.4% | 7,786 | $697K |
| Capital Square, LLC | 0.49% | New | 7,718 | $691K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.8% | 7,658 | $685K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 7,634 | $683K |
| Ameritas Advisory Services, LLC | 0.03% | Add +196.7% | 7,905 | $682K |
| Bridge Advisory, LLC | 0.33% | Reduce -5.8% | 7,352 | $658K |
| DBK Financial Counsel, LLC | 0.69% | New | 7,310 | $654K |
| Paragon Advisors, LLC | 0.26% | Add +75.5% | 7,268 | $650K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -89.8% | 7,247 | $649K |
| Oakwell Private Wealth Management, LLC | 0.19% | No change | 7,113 | $637K |
| Brighton Jones LLC | 0.02% | Reduce -2.6% | 6,890 | $617K |
| Curi Capital, LLC | 0.01% | Add +2.7% | 6,612 | $592K |
| Simplicity Wealth,LLC | 0.01% | New | 6,184 | $553K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.7% | 6,071 | $543K |
| Compound Planning, Inc. | 0.05% | New | 6,000 | $537K |
| Diversified Portfolios, Inc. | 0.07% | No change | 5,805 | $520K |
| Trilogy Capital Inc. | 0.03% | Reduce -30.3% | 5,703 | $510K |
| Heritage Financial Services, LLC | 0.08% | Reduce -51.1% | 5,649 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 5,498 | $492K |
| Raymond James Trust N.A. | 0.01% | No change | 5,322 | $476K |
| Oceanside Advisors LLC | 0.39% | Add +0.1% | 5,290 | $473K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.8% | 5,289 | $473K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.3% | 5,285 | $473K |
| Private Trust Co. NA | 0.05% | No change | 5,252 | $470K |
| Alpha Financial Advisors, LLC | 0.21% | No change | 5,065 | $453K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +16.0% | 5,053 | $452K |
| Annapolis Financial Services, LLC | 0.15% | Reduce -92.0% | 4,992 | $447K |
| Dogwood Wealth Management LLC | 0.30% | Reduce -13.3% | 4,935 | $442K |
| Jackson Thornton Wealth Management, LLC | 0.07% | No change | 4,851 | $434K |
| RFG Advisory, LLC | 0.01% | Reduce -1.0% | 4,821 | $431K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -14.4% | 4,750 | $425K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -14.4% | 4,750 | $425K |
| Bey-Douglas LLC | 0.39% | No change | 4,534 | $406K |
| Tillman Hartley LLC | 0.14% | No change | 4,441 | $397K |
| Financial Advisors, LLC | 0.08% | New | 4,176 | $374K |
| Tranquility Partners, LLC | 0.14% | Add +4.6% | 4,107 | $368K |
| Wealthspire Retirement, LLC | 0.03% | New | 4,098 | $367K |
| Belpointe Asset Management LLC | 0.03% | Reduce -53.5% | 3,954 | $354K |
| SJS Investment Consulting Inc. | 0.07% | Add +0.7% | 3,940 | $353K |
| Merriman Wealth Management, LLC | 0.02% | Add +0.0% | 3,790 | $339K |
| Safeguard Investment Advisory Group, LLC | 0.11% | New | 3,763 | $337K |
| Financial Partners Group, Inc | 0.05% | Reduce -7.9% | 3,692 | $330K |
| PCG Wealth Advisors, LLC | 0.15% | Add +3.5% | 3,622 | $324K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -10.0% | 3,608 | $323K |
| Life Planning Partners, Inc | 0.32% | No change | 3,565 | $319K |
| Equitable Holdings, Inc. | 0.00% | New | 3,564 | $319K |
| Old Mission Capital LLC | 0.01% | New | 3,534 | $316K |
| Financial Advocates Investment Management | 0.02% | No change | 3,650 | $310K |
| Vickerman Investment Advisors, Inc. | 0.10% | No change | 3,441 | $308K |
| Mission Wealth Management, LP | 0.01% | New | 3,337 | $299K |
| Nwam LLC | 0.02% | Reduce -14.8% | 3,378 | $297K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $274K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +0.2% | 2,997 | $268K |
| Objective Capital Management, LLC | 0.18% | Reduce -25.1% | 2,990 | $268K |
| Harbour Investments, Inc. | 0.01% | No change | 2,933 | $263K |
| Truist Financial Corp. | 0.00% | New | 2,910 | $260K |
| Correct Capital Wealth Management | 0.06% | New | 2,873 | $257K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $256K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 2,796 | $250K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $243K |
| Elevate Wealth Advisory, Inc. | 0.21% | Add +34.5% | 2,711 | $243K |
| Choreo, LLC | 0.01% | No change | 2,696 | $241K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.2% | 2,677 | $240K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $239K |
| Integrated Investment Consultants, LLC | 0.06% | New | 2,635 | $236K |
| Evoke Wealth, LLC | 0.01% | New | 2,551 | $228K |
| CRA Financial Services, LLC | 0.05% | Reduce -3.8% | 2,535 | $227K |
| Stonebrook Private Inc. | 0.07% | New | 2,528 | $226K |
| Lincoln National Corp. | 0.00% | New | 2,386 | $214K |
| Crestone Asset Management LLC | 0.04% | New | 2,339 | $209K |
| GEM Asset Management, LLC | 0.14% | Reduce -4.7% | 2,460 | $209K |
| WBH Advisory Inc. | 0.02% | New | 2,281 | $204K |
| Rothschild Investment LLC | 0.01% | Add +58.0% | 2,275 | $204K |
| Arista Wealth Management, LLC | 0.16% | New | 2,270 | $203K |
| GM Advisory Group, LLC | 0.01% | New | 2,237 | $200K |
| Clarity Asset Management, Inc. | 0.12% | Add +20.2% | 1,980 | $177K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,967 | $176K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -74.1% | 1,740 | $156K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.0% | 1,686 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,622 | $145K |
| LRI Investments, LLC | 0.03% | — | 1,529 | $137K |
| REAP Financial Group, LLC | 0.04% | Reduce -57.6% | 1,528 | $137K |
| Bank of Montreal | 0.00% | New | 1,471 | $132K |
| Private Wealth Management Group, LLC | 0.06% | Reduce -65.2% | 1,465 | $131K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.6% | 1,430 | $128K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,315 | $118K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -97.3% | 1,346 | $115K |
| Intelligent Financial Strategies | 0.07% | Reduce -74.1% | 1,258 | $113K |
| US Bancorp \de | 0.00% | New | 1,217 | $109K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,195 | $107K |
| Principal Securities, Inc. | 0.00% | No change | 1,159 | $104K |
| Spire Wealth Management | 0.00% | No change | 925 | $83K |
| Blue Trust, Inc. | 0.00% | Add +147.6% | 884 | $79K |
| Comerica Bank | 0.00% | Reduce -75.2% | 724 | $65K |
| Asset Dedication, LLC | 0.00% | Reduce -62.9% | 615 | $57K |
| Deutsche Bank AG | 0.00% | No change | 572 | $51K |
| Simplex Trading, LLC | 0.00% | New | 500 | $44K |
| Quadrant Capital Group LLC | 0.00% | New | 386 | $35K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $26K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -98.8% | 282 | $25K |
| Global Retirement Partners, LLC | 0.00% | No change | 244 | $22K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 200 | $18K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 197 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 92 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| FMR LLC | 0.00% | New | 50 | $4K |
| Tidemark, LLC | 0.00% | No change | 41 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 32 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 32 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 30 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $2K |
| Citigroup Inc. | 0.00% | Reduce -94.2% | 26 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $886 |
| Addison Advisors LLC | 0.00% | No change | 7 | $644 |
| Sound Income Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $102 |
"% 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.