Avantis U.S. Equity ETFAVUSETF
13F holders, Q2 2024 (June 30)365holders +11
29new positions
19sold out
2famous investors
$72.25avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 11 from Q1 2024. 29 opened new positions and 19 sold out. The largest holders were Oak Root LLC ($274.5M), American Century Companies Inc. ($263.7M) and Annex Advisory Services, LLC ($244.8M). 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 (Q2 2024)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $81.3M |
| Exits | 19 | $24.0M |
All 13F filers, Q1 2024 → Q2 2024: 18,631,564 shares bought and 3,684,496 shares sold, net +14,947,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Oak Root LLC | 36.58% | No change | 3,043,506 | $274.5M |
| American Century Companies Inc. | 0.16% | Add +5.8% | 2,924,011 | $263.7M |
| Annex Advisory Services, LLC | 8.62% | Add +4.8% | 2,714,281 | $244.8M |
| HighTower Advisors, LLC | 0.23% | Reduce -3.5% | 1,666,950 | $150.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.8% | 1,632,278 | $147.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +1.6% | 1,470,657 | $132.6M |
| Adero Partners, LLC | 9.15% | Add +4.3% | 1,390,802 | $125.4M |
| Creative Planning | 0.13% | Add +1.4% | 1,363,621 | $123.0M |
| Allworth Financial LP | 0.75% | Reduce -43.8% | 1,263,269 | $115.9M |
| LPL Financial LLC | 0.06% | Reduce -0.1% | 1,245,003 | $112.3M |
| Traphagen Investment Advisors LLC | 11.20% | Add +1.0% | 1,143,556 | $103.1M |
| Morgan Stanley | 0.01% | Add +4.1% | 1,125,959 | $101.6M |
| Great Point Wealth Advisors, LLC | 22.44% | Add +3.5% | 1,088,356 | $98.2M |
| RVW Wealth, LLC | 9.75% | Reduce -2.6% | 1,083,497 | $97.7M |
| Waypoint Wealth Partners Inc. | 26.62% | Add +7.4% | 1,010,545 | $91.1M |
| Quantum Financial Advisors, LLC | 14.17% | Add +3.9% | 894,750 | $80.7M |
| WMS Partners, LLC | 5.09% | Add +9.1% | 879,852 | $79.4M |
| Corient Private Wealth LP | 0.13% | Add +812.2% | 802,624 | $72.4M |
| Modera Wealth Management, LLC | 1.04% | Add +3.9% | 780,790 | $70.4M |
| OneDigital Investment Advisors LLC | 0.84% | Add +2.8% | 742,442 | $67.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -5.8% | 715,482 | $64.5M |
| Full Sail Capital, LLC | 4.30% | Add +0.8% | 708,963 | $63.9M |
| BCR Wealth Strategies, LLC | 37.20% | Add +2.0% | 633,842 | $57.2M |
| Smith Anglin Financial, LLC | 5.30% | Add +15.6% | 581,086 | $52.4M |
| Werba Rubin Papier Wealth Management | 14.10% | Reduce -2.3% | 566,249 | $51.1M |
| Cresset Asset Management, LLC | 0.22% | Add +304.7% | 564,802 | $50.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.0% | 557,716 | $50.3M |
| SC&H Financial Advisors, Inc. | 12.18% | Add +8.7% | 550,920 | $49.7M |
| Plancorp, LLC | 2.04% | Reduce -0.0% | 521,101 | $47.0M |
| Pacific Life Fund Advisors LLC | 4.41% | Reduce -68.6% | 489,362 | $44.1M |
| Park Avenue Securities LLC | 0.52% | Add +16.7% | 472,803 | $42.6M |
| JRM Investment Counsel, LLC | 14.45% | Reduce -0.4% | 444,006 | $40.0M |
| Waverly Advisors, LLC | 0.78% | Add +37.0% | 438,618 | $39.6M |
| B&D White Capital Company, LLC | 8.24% | Reduce -0.1% | 437,432 | $39.5M |
| Awm Capital, LLC | 5.83% | Reduce -0.8% | 425,399 | $38.4M |
| Red Lighthouse Investment Management, LLC | 15.97% | Reduce -1.2% | 422,710 | $38.1M |
| WMG Financial Advisors, LLC | 19.99% | Add +8.2% | 418,872 | $37.8M |
| Strategic Blueprint, LLC | 2.52% | Add +1.2% | 410,329 | $37.0M |
| Leo Wealth, LLC | 3.73% | Reduce -1.4% | 405,680 | $36.6M |
| Rockwood Wealth Management, LLC | 4.18% | Reduce -4.0% | 380,314 | $34.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.1% | 375,488 | $33.9M |
| Bank of New York Mellon Corp | 0.01% | Add +22.8% | 350,401 | $31.6M |
| Continuum Wealth Advisors, LLC | 16.41% | Add +7.5% | 345,910 | $31.2M |
| WCG Wealth Advisors LLC | 2.28% | Add +2.6% | 341,406 | $30.8M |
| Buckingham Strategic Wealth, LLC | 0.31% | Add +1.4% | 336,405 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 327,823 | $29.6M |
| Bank of America Corp. | 0.00% | Add +0.1% | 318,952 | $28.8M |
| MML Investors Services, LLC | 0.12% | Reduce -9.5% | 316,660 | $28.6M |
| Websterrogers Financial Advisors, LLC | 10.03% | Reduce -8.2% | 312,089 | $28.1M |
| BSW Wealth Partners | 4.60% | Add +46.6% | 311,012 | $28.1M |
| Mariner, LLC | 0.05% | Add +14.4% | 305,589 | $27.6M |
| Bridgewater Advisors Inc. | 3.11% | Add +11.8% | 277,560 | $25.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +6.1% | 275,965 | $24.9M |
| World Investment Advisors | 1.55% | New | 275,556 | $24.9M |
| Waypoint Capital Advisors, LLC | 6.06% | Reduce -5.1% | 269,043 | $24.3M |
| REDW Wealth LLC | 6.34% | Add +9.3% | 268,137 | $24.2M |
| Tortoise Investment Management, LLC | 2.66% | Add +8.0% | 258,339 | $23.3M |
| Highland Financial Advisors, LLC | 8.66% | Add +13.2% | 258,286 | $23.3M |
| WorthPointe, LLC | 9.91% | Add +7.0% | 241,041 | $21.7M |
| Signature Resources Capital Management, LLC | 17.92% | Reduce -1.8% | 239,003 | $21.6M |
| Burton Enright Welch | 4.63% | Add +1.9% | 222,859 | $20.1M |
| Trellis Wealth Advisors LLC | 10.98% | Reduce -4.2% | 221,822 | $20.0M |
| Legacy Financial Group, Inc. | 7.40% | Add +7.1% | 216,629 | $19.5M |
| Tanager Wealth Management LLP | 2.87% | Add +26.2% | 213,757 | $19.3M |
| Disciplina Capital Management LLC | 3.16% | Reduce -2.8% | 211,594 | $19.1M |
| Apella Capital, LLC | 0.85% | Add +0.2% | 208,956 | $19.0M |
| Raymond James & Associates | 0.01% | Reduce -0.7% | 209,507 | $18.9M |
| IHT Wealth Management, LLC | 0.70% | Add +9.6% | 209,469 | $18.9M |
| Divergent Planning, LLC | 7.46% | Add +2.2% | 205,802 | $18.7M |
| Glenview Trust Co | 0.37% | Add +0.9% | 206,307 | $18.6M |
| Passive Capital Management, LLC. | 6.62% | Add +0.2% | 197,655 | $17.8M |
| Acorn Financial Advisory Services Inc. | 3.23% | Add +0.1% | 192,004 | $17.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 7.29% | Reduce -1.4% | 189,218 | $17.1M |
| Chicago Partners Investment Group LLC | 0.65% | Add +2.6% | 184,370 | $16.9M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +2.8% | 184,090 | $16.6M |
| Cardiff Park Advisors, LLC | 1.59% | Add +0.8% | 183,129 | $16.5M |
| Buttonwood Financial Group, LLC | 9.23% | Add +1.7% | 179,336 | $16.2M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +20.6% | 165,755 | $14.9M |
| Trajan Wealth LLC | 0.95% | Reduce -1.2% | 163,839 | $14.8M |
| Sax Wealth Advisors, LLC | 1.37% | New | 158,987 | $14.3M |
| Mutual Advisors, LLC | 0.43% | Add +71.5% | 155,372 | $14.2M |
| HTG Investment Advisors, Inc. | 7.64% | Reduce -0.1% | 157,088 | $14.2M |
| Mattern Wealth Management LLC | 3.35% | Add +35.1% | 154,694 | $14.0M |
| Herold Advisors, Inc. | 3.21% | Add +4.0% | 154,105 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 153,379 | $13.8M |
| FAS Wealth Partners, Inc. | 1.19% | Add +1.9% | 152,061 | $13.7M |
| CVA Family Office, LLC | 2.44% | Add +1.0% | 150,149 | $13.5M |
| Zhang Financial LLC | 0.94% | Add +4.0% | 148,806 | $13.4M |
| WR Wealth Planners, LLC | 3.99% | Reduce -7.1% | 144,975 | $13.1M |
| Acropolis Investment Management, LLC | 0.80% | Reduce -1.2% | 141,148 | $12.7M |
| Gateway Wealth Partners, LLC | 3.66% | Add +19.3% | 134,108 | $12.1M |
| Arq Wealth Advisors, LLC | 5.18% | Add +10.9% | 132,623 | $12.0M |
| LexAurum Advisors, LLC | 2.92% | Reduce -1.9% | 131,266 | $11.8M |
| Clarity Capital Advisors, LLC | 8.52% | Add +0.7% | 122,313 | $11.0M |
| Flagstone Financial Management | 3.98% | Add +2.3% | 118,769 | $10.7M |
| Kwmg, LLC | 1.13% | Add +1.5% | 116,473 | $10.5M |
| Grand Wealth Management, LLC | 6.15% | Reduce -13.8% | 114,925 | $10.4M |
| FMB Wealth Management | 7.59% | Reduce -3.0% | 110,610 | $10.0M |
| My Personal CFO, LLC | 5.26% | Add +8.9% | 109,329 | $9.9M |
| Sage Rhino Capital LLC | 2.23% | Reduce -2.1% | 103,357 | $9.3M |
"% 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.