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 |
| Greenspring Advisors, LLC | 2.24% | Reduce -4.3% | 103,090 | $9.3M |
| Anderson Hoagland & Co. | 0.97% | Add +4.1% | 101,785 | $9.3M |
| McLean Asset Management Corp | 2.96% | Add +11.9% | 99,494 | $9.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 98,439 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 96,228 | $8.7M |
| Lantern Wealth Advisors, LLC | 6.17% | Reduce -2.7% | 94,379 | $8.5M |
| Raffa Wealth Management, LLC | 2.41% | Add +34.3% | 94,213 | $8.5M |
| Wedmont Private Capital | 0.53% | Add +0.1% | 91,474 | $8.5M |
| Echo Wealth Management, LLC | 6.29% | Add +4.7% | 92,581 | $8.3M |
| Orion Capital Management LLC | 4.30% | Add +2.8% | 90,673 | $8.2M |
| Annandale Capital, LLC | 1.68% | Add +40.4% | 89,410 | $8.1M |
| Northwest Wealth Management, LLC | 2.05% | Add +2.3% | 87,933 | $7.9M |
| Magnolia Capital Advisors LLC | 4.35% | New | 86,097 | $7.8M |
| Regatta Capital Group, LLC | 1.67% | Reduce -5.3% | 85,760 | $7.7M |
| Brio Consultants, LLC | 1.27% | Reduce -1.1% | 85,546 | $7.7M |
| Auxano Advisors, LLC | 2.12% | Reduce -38.5% | 85,166 | $7.7M |
| Ehrlich Financial Group | 6.03% | Add +3.9% | 84,727 | $7.6M |
| M Holdings Securities, Inc. | 0.97% | New | 83,156 | $7.5M |
| Callan Capital, LLC | 0.61% | Reduce -8.1% | 82,750 | $7.5M |
| Perigon Wealth Management, LLC | 0.22% | Add +5.0% | 82,358 | $7.4M |
| Fonville Wealth Management LLC | 2.91% | Add +9.0% | 81,451 | $7.3M |
| UBS Group AG | 0.00% | Add +19.1% | 80,981 | $7.3M |
| Foundations Investment Advisors, LLC | 0.17% | Add +7.5% | 77,912 | $7.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +7.3% | 76,957 | $6.9M |
| Farther Finance Advisors, LLC | 0.32% | Add +20.6% | 73,068 | $6.6M |
| Bayshore Asset Management, LLC | 3.27% | Reduce -1.8% | 72,078 | $6.5M |
| SFG Wealth Management, LLC. | 3.66% | Add +2.9% | 71,186 | $6.4M |
| Vannoy Advisory Group, Inc. | 4.90% | No change | 70,142 | $6.3M |
| Ariadne Wealth Management, LP | 4.85% | — | 68,583 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.4% | 68,299 | $6.2M |
| Meredith Wealth Planning | 3.18% | Add +4.6% | 67,384 | $6.1M |
| Simplicity Wealth,LLC | 0.14% | Add +985.8% | 67,148 | $6.1M |
| Versant Capital Management, Inc | 1.50% | Reduce -0.6% | 65,733 | $5.9M |
| True Wealth Design, LLC | 1.46% | Reduce -1.9% | 65,624 | $5.9M |
| Canvas Wealth Advisors, LLC | 1.82% | Add +7.4% | 64,244 | $5.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.59% | Add +187.0% | 63,929 | $5.8M |
| Financial Symmetry Inc | 4.44% | Reduce -0.8% | 63,253 | $5.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.9% | 60,110 | $5.4M |
| Summit X, LLC | 1.20% | Add +64.0% | 59,035 | $5.4M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 56,517 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.3% | 55,498 | $5.0M |
| Knightsbridge Asset Management, LLC | 1.25% | New | 55,130 | $5.0M |
| Summit Wealth Partners, LLC | 1.02% | Add +339.2% | 54,412 | $4.9M |
| Morling Financial Advisors, LLC | 2.13% | Reduce -0.2% | 54,232 | $4.9M |
| Guild Investment Management, Inc. | 5.51% | New | 53,440 | $4.8M |
| SOL Capital Management CO | 0.58% | Add +0.9% | 53,227 | $4.8M |
| Lakeridge Wealth Management LLC | 2.79% | Add +14.4% | 51,492 | $4.6M |
| MN Wealth Advisors, LLC | 2.67% | Add +4.3% | 50,933 | $4.6M |
| Cornerstone Wealth Management, LLC | 0.35% | Add +6.5% | 50,327 | $4.5M |
| Quarry Hill Advisors, LLC | 3.02% | Reduce -3.5% | 50,033 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +51.5% | 49,747 | $4.5M |
| HB Wealth Management, LLC | 0.05% | Reduce -7.7% | 49,610 | $4.5M |
| Geometric Wealth Advisors | 0.92% | Reduce -6.2% | 49,562 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +34.2% | 49,319 | $4.4M |
| Objectivity Squared, LLC | 3.24% | New | 44,897 | $4.2M |
| Cypress Point Wealth Management, LLC | 2.00% | Add +9.0% | 46,767 | $4.2M |
| L & S Advisors Inc | 0.53% | Reduce -9.2% | 45,727 | $4.1M |
| Visionary Horizons, LLC | 3.00% | Add +17.9% | 45,478 | $4.1M |
| Good Life Advisors, LLC | 0.33% | Reduce -2.0% | 44,984 | $4.1M |
| Castle Wealth Management LLC | 1.91% | Reduce -5.2% | 44,211 | $4.0M |
| Seed Wealth Management, Inc. | 3.40% | Add +1.6% | 43,220 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +5.6% | 42,983 | $3.9M |
| Trademark Financial Management, LLC | 3.10% | Reduce -1.8% | 42,192 | $3.8M |
| Fielder Capital Group LLC | 1.42% | Reduce -6.3% | 41,105 | $3.7M |
| Sollinda Capital Management LLC | 1.09% | Add +43.2% | 39,540 | $3.6M |
| Betterment LLC | 0.01% | Add +305.9% | 39,234 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +7.1% | 38,880 | $3.5M |
| North Ridge Wealth Advisors, Inc. | 2.44% | Reduce -2.2% | 35,569 | $3.2M |
| Triune Financial Partners, LLC | 1.06% | Reduce -4.3% | 34,360 | $3.1M |
| Prosperity Planning, Inc. | 1.05% | Add +6.0% | 33,883 | $3.1M |
| Integrity Wealth Solutions LLC | 1.98% | Add +6.5% | 33,725 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -45.3% | 33,427 | $3.0M |
| Elevation Wealth Partners, LLC | 1.38% | Add +3.5% | 32,371 | $2.9M |
| Facet Wealth, Inc. | 0.09% | Reduce -11.4% | 30,490 | $2.8M |
| Lion Street Advisors, LLC | 1.02% | Add +32.8% | 30,695 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | New | 30,347 | $2.7M |
| Silverlake Wealth Management LLC | 1.12% | Add +2.7% | 30,213 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +171.5% | 30,178 | $2.7M |
| Physician Wealth Solutions Inc. | 1.94% | Add +0.6% | 30,070 | $2.7M |
| Certified Advisory Corp | 0.34% | Add +2.9% | 29,674 | $2.7M |
| SageView Advisory Group, LLC | 0.16% | Reduce -2.4% | 28,800 | $2.6M |
| Forum Financial Management, LP | 0.05% | Reduce -52.1% | 28,511 | $2.6M |
| KWB Wealth | 0.33% | Reduce -6.4% | 26,866 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.25% | New | 26,167 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.81% | Reduce -9.8% | 25,270 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | New | 24,579 | $2.2M |
| Morris Financial Concepts, Inc. | 1.05% | Reduce -1.6% | 24,282 | $2.2M |
| Magnus Financial Group LLC | 0.25% | Reduce -2.6% | 24,266 | $2.2M |
| Intelligence Driven Advisers, LLC | 0.30% | Reduce -6.8% | 23,860 | $2.2M |
| Citadel Advisors | 0.00% | Add +109.5% | 23,772 | $2.1M |
| Ruedi Wealth Management, Inc. | 0.83% | Reduce -13.8% | 23,372 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Add +90.4% | 22,671 | $2.0M |
| Vicus Capital | 0.18% | Add +10.9% | 22,553 | $2.0M |
| Hill Investment Group Partners, LLC | 0.25% | Reduce -20.2% | 20,450 | $1.9M |
| Earned Wealth Advisors, LLC | 0.71% | Add +1.1% | 20,796 | $1.9M |
| Collective Family Office LLC | 0.54% | Add +13.5% | 20,535 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +127.2% | 19,948 | $1.8M |
| Beacon Financial Group | 0.20% | Reduce -3.2% | 19,262 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.94% | Reduce -0.2% | 18,942 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -10.3% | 18,863 | $1.7M |
| TFB Advisors LLC | 0.55% | Add +1.8% | 18,657 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +30.7% | 18,594 | $1.7M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -33.0% | 18,463 | $1.7M |
| ARK & TLK Investments, LLC | 0.62% | Add +8.7% | 18,247 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +4.8% | 16,327 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -11.0% | 16,200 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -14.1% | 16,173 | $1.5M |
| Wealth Management Partners, LLC | 0.66% | Reduce -0.2% | 15,042 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -9.4% | 15,000 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -12.4% | 14,982 | $1.4M |
| Angeles Wealth Management, LLC | 0.13% | Reduce -24.2% | 14,976 | $1.4M |
| Waterfront Wealth Inc. | 0.35% | Add +1.1% | 14,471 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 14,423 | $1.3M |
| Valued Wealth Advisors LLC | 0.89% | Add +0.4% | 14,351 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 14,306 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 14,751 | $1.3M |
| Atlas Wealth LLC | 0.22% | Reduce -0.1% | 13,995 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +164.6% | 13,986 | $1.3M |
| Cornerstone Capital, Inc. | 0.13% | New | 13,939 | $1.3M |
| Tanglewood Legacy Advisors, LLC | 0.59% | No change | 13,932 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -96.4% | 14,890 | $1.2M |
| Cozad Asset Management Inc. | 0.12% | Add +16.0% | 12,912 | $1.2M |
| M&T Bank Corp | 0.00% | No change | 12,597 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +757.4% | 12,261 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.57% | No change | 11,888 | $1.1M |
| Citizens & Northern Corp. | 0.33% | No change | 11,823 | $1.1M |
| Cooper/Haims Advisors, LLC | 0.60% | Add +0.3% | 11,791 | $1.1M |
| Strategic Financial Concepts, LLC | 0.61% | Add +11264.5% | 14,316,250 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -18.6% | 11,627 | $1.0M |
| Parcion Private Wealth LLC | 0.10% | New | 11,602 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -0.5% | 11,472 | $1.0M |
| CGN Advisors LLC | 0.12% | Add +5.9% | 11,314 | $1.0M |
| Eaton-Cambridge Inc. | 0.52% | No change | 11,310 | $1.0M |
| HUB Investment Partners, LLC | 0.05% | Add +4.0% | 11,265 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -30.0% | 10,995 | $992K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -63.8% | 10,786 | $973K |
| Evanson Asset Management, LLC | 0.07% | Add +6.2% | 10,318 | $931K |
| Savant Capital, LLC | 0.01% | Reduce -8.2% | 10,192 | $919K |
| Private Trust Co. NA | 0.10% | Add +89.4% | 9,945 | $897K |
| Signet Financial Management, LLC | 0.12% | Add +3.3% | 9,787 | $883K |
| Sunbelt Securities, Inc. | 0.09% | Add +6.3% | 9,545 | $861K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $852K |
| Truepoint, Inc. | 0.02% | Reduce -3.3% | 9,444 | $852K |
| Austin Asset Management Co Inc | 0.17% | Add +0.6% | 9,031 | $815K |
| Avestar Capital, LLC | 0.09% | Reduce -1.0% | 8,905 | $803K |
| Pine Harbor Wealth Management, LLC | 0.47% | No change | 8,781 | $792K |
| PrairieView Partners, LLC | 0.09% | Add +1.6% | 8,708 | $785K |
| Almanack Investment Partners, LLC. | 0.13% | No change | 8,658 | $781K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -1.3% | 8,520 | $768K |
| Midwest Heritage Bank, FSB | 0.38% | Add +0.1% | 8,273 | $746K |
| Life Planning Partners, Inc | 0.68% | Add +131.7% | 8,261 | $745K |
| Lam Group, Inc. | 0.61% | No change | 8,025 | $724K |
| Capital Square, LLC | 0.47% | No change | 7,718 | $716K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.3% | 7,879 | $711K |
| Monument Group Wealth Advisors, LLC | 0.47% | No change | 7,786 | $702K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 7,634 | $689K |
| Paragon Advisors, LLC | 0.25% | Add +3.1% | 7,493 | $676K |
| DBK Financial Counsel, LLC | 0.72% | Add +0.8% | 7,367 | $664K |
| Oakwell Private Wealth Management, LLC | 0.18% | No change | 7,113 | $642K |
| WESPAC Advisors SoCal, LLC | 0.16% | Reduce -9.9% | 7,030 | $634K |
| Brighton Jones LLC | 0.02% | Reduce -0.1% | 6,885 | $621K |
| CAP Partners, LLC | 0.49% | Reduce -28.6% | 6,631 | $598K |
| Brown Advisory Inc. | 0.00% | New | 6,515 | $588K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.9% | 6,360 | $574K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +19.1% | 6,302 | $568K |
| Bridge Advisory, LLC | 0.28% | Reduce -15.5% | 6,214 | $560K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | Add +22.2% | 6,177 | $557K |
| Compound Planning, Inc. | 0.04% | No change | 6,000 | $541K |
| Curi Capital, LLC | 0.01% | Reduce -11.0% | 5,885 | $531K |
| Diversified Portfolios, Inc. | 0.07% | No change | 5,805 | $524K |
| Hardin Capital Partners, LLC | 0.34% | — | 5,788 | $522K |
| Heritage Financial Services, LLC | 0.07% | No change | 5,649 | $509K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,498 | $496K |
| Truist Financial Corp. | 0.00% | Add +85.5% | 5,399 | $487K |
| Raymond James Trust N.A. | 0.01% | No change | 5,322 | $480K |
| Oceanside Advisors LLC | 0.38% | Reduce -0.5% | 5,263 | $475K |
| Correct Capital Wealth Management | 0.11% | Add +78.9% | 5,141 | $464K |
| Wealthspire Retirement, LLC | 0.04% | Add +23.2% | 5,047 | $455K |
| Annapolis Financial Services, LLC | 0.15% | No change | 4,992 | $450K |
| Alpha Financial Advisors, LLC | 0.21% | Reduce -2.7% | 4,929 | $445K |
| Jackson Thornton Wealth Management, LLC | 0.07% | No change | 4,851 | $438K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 4,837 | $436K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 4,750 | $428K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 4,750 | $428K |
| Dogwood Wealth Management LLC | 0.25% | Reduce -7.1% | 4,585 | $414K |
| Tillman Hartley LLC | 0.14% | No change | 4,441 | $401K |
| Trilogy Capital Inc. | 0.02% | Reduce -23.3% | 4,376 | $395K |
| Tranquility Partners, LLC | 0.15% | Add +3.9% | 4,268 | $385K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -74.4% | 4,217 | $380K |
| Equitable Holdings, Inc. | 0.00% | Add +18.1% | 4,210 | $380K |
| Commerce Bank | 0.00% | New | 4,150 | $374K |
| Trexquant Investment LP | 0.01% | New | 3,994 | $360K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.0% | 3,953 | $357K |
| SJS Investment Consulting Inc. | 0.07% | Add +0.3% | 3,952 | $356K |
| PCG Wealth Advisors, LLC | 0.14% | No change | 3,622 | $327K |
| Financial Partners Group, Inc | 0.05% | Reduce -5.3% | 3,495 | $315K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -3.5% | 3,482 | $314K |
| Vickerman Investment Advisors, Inc. | 0.10% | No change | 3,441 | $310K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -9.4% | 3,432 | $310K |
| Harbour Investments, Inc. | 0.01% | Add +13.3% | 3,322 | $300K |
| Procyon Advisors, LLC | 0.02% | New | 3,270 | $295K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,132 | $282K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $281K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $277K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +0.2% | 3,004 | $266K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -24.8% | 2,831 | $255K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 2,796 | $252K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $245K |
| Jones Financial Companies LLLP | 0.00% | Add +2853.3% | 2,717 | $245K |
| Choreo, LLC | 0.00% | Add +0.0% | 2,697 | $243K |
| NorthRock Partners, LLC | 0.01% | No change | 2,677 | $241K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $241K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 2,635 | $236K |
| Elevate Wealth Advisory, Inc. | 0.19% | Reduce -5.5% | 2,561 | $231K |
| Brookstone Capital Management | 0.00% | New | 2,476 | $231K |
| CRA Financial Services, LLC | 0.05% | No change | 2,535 | $229K |
| Prosperity Financial Group, Inc. | 0.14% | Reduce -94.2% | 2,508 | $226K |
| Stonebrook Private Inc. | 0.06% | Reduce -1.9% | 2,479 | $224K |
| Motiv8 Investments LLC | 0.15% | New | 2,302 | $208K |
| GEM Asset Management, LLC | 0.13% | Reduce -7.2% | 2,282 | $206K |
| WBH Advisory Inc. | 0.02% | No change | 2,281 | $206K |
| Index Fund Advisors, Inc. | 0.01% | New | 2,276 | $205K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $205K |
| Arista Wealth Management, LLC | 0.05% | No change | 2,270 | $205K |
| GM Advisory Group, LLC | 0.01% | No change | 2,237 | $202K |
| Smartleaf Asset Management LLC | 0.03% | New | 2,186 | $197K |
| Creative Capital Management Investments LLC | 0.10% | New | 2,185 | $197K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,967 | $177K |
| Clarity Asset Management, Inc. | 0.13% | Reduce -1.4% | 1,952 | $176K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,686 | $152K |
| LRI Investments, LLC | 0.02% | No change | 1,529 | $138K |
| REAP Financial Group, LLC | 0.04% | No change | 1,528 | $138K |
| Private Wealth Management Group, LLC | 0.06% | Add +0.8% | 1,476 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 1,357 | $126K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,315 | $119K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,262 | $114K |
| Intelligent Financial Strategies | 0.07% | No change | 1,258 | $113K |
| Principal Securities, Inc. | 0.00% | Add +1.2% | 1,173 | $106K |
| Bank of Montreal | 0.00% | Reduce -33.6% | 977 | $89K |
| Spire Wealth Management | 0.00% | No change | 925 | $83K |
| Blue Trust, Inc. | 0.00% | No change | 884 | $79K |
| US Bancorp \de | 0.00% | Reduce -32.5% | 821 | $74K |
| Private Ocean, LLC | 0.01% | New | 764 | $69K |
| Comerica Bank | 0.00% | Add +0.1% | 725 | $65K |
| Deutsche Bank AG | 0.00% | No change | 572 | $52K |
| Asset Dedication, LLC | 0.00% | Reduce -15.4% | 520 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +48000.0% | 481 | $43K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $26K |
| Silver Oak Securities, Incorporated | 0.00% | Add +0.3% | 283 | $26K |
| National Bank of Canada | 0.00% | New | 279 | $25K |
| Global Trust Asset Management, LLC | 0.01% | Add +833.3% | 280 | $25K |
| Global Retirement Partners, LLC | 0.00% | No change | 244 | $22K |
| Beacon Capital Management, LLC | 0.00% | New | 198 | $18K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 197 | $18K |
| Kings Path Partners LLC | 0.01% | — | 187 | $17K |
| Operose Advisors LLC | 0.00% | New | 137 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Triad Wealth Partners, LLC | 0.00% | New | 68 | $6K |
| IAG Wealth Partners, LLC | 0.00% | New | 45 | $4K |
| Tidemark, LLC | 0.00% | No change | 41 | $4K |
| Key Financial Inc | 0.00% | No change | 26 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $902 |
| Addison Advisors LLC | 0.00% | No change | 7 | $652 |
| Citigroup Inc. | 0.00% | Reduce -88.5% | 3 | $271 |
| FMR LLC | 0.00% | Reduce -96.0% | 2 | $180 |
"% 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.