Avantis U.S. Equity ETFAVUSETF
13F holders, Q3 2024 (September 30)378holders +13
30new positions
15sold out
2famous investors
$95.15avg. 13F price*
At the end of Q3 2024, 378 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 13 from Q2 2024. 30 opened new positions and 15 sold out. The largest holders were Annex Advisory Services, LLC ($322.9M), American Century Companies Inc. ($295.4M) and Oak Root LLC ($288.9M). 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 (Q3 2024)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $77.6M |
| Exits | 15 | $83.8M |
All 13F filers, Q2 2024 → Q3 2024: 5,209,271 shares bought and 17,651,287 shares sold, net −12,442,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 378 holders
| Annex Advisory Services, LLC | 10.33% | Add +25.0% | 3,393,936 | $322.9M |
| American Century Companies Inc. | 0.17% | Add +6.2% | 3,105,014 | $295.4M |
| Oak Root LLC | 36.46% | Reduce -0.2% | 3,036,602 | $288.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.3% | 1,702,309 | $162.0M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.5% | 1,625,656 | $154.7M |
| Adero Partners, LLC | 9.11% | Add +3.7% | 1,442,769 | $137.3M |
| LPL Financial LLC | 0.06% | Add +7.8% | 1,342,266 | $127.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -8.9% | 1,340,029 | $127.5M |
| Creative Planning | 0.12% | Reduce -3.3% | 1,318,746 | $125.5M |
| Morgan Stanley | 0.01% | Add +8.3% | 1,218,893 | $116.0M |
| Traphagen Investment Advisors LLC | 11.11% | Add +1.2% | 1,156,998 | $110.1M |
| Great Point Wealth Advisors, LLC | 22.49% | Add +1.7% | 1,106,513 | $105.3M |
| Waypoint Wealth Partners Inc. | 26.86% | Add +5.2% | 1,062,852 | $101.1M |
| RVW Wealth, LLC | 9.38% | Reduce -2.0% | 1,061,480 | $101.0M |
| Quantum Financial Advisors, LLC | 14.38% | Add +7.9% | 965,577 | $91.9M |
| WMS Partners, LLC | 5.05% | Add +7.7% | 947,239 | $90.1M |
| Corient Private Wealth LP | 0.14% | Add +12.2% | 900,665 | $85.7M |
| Smith Anglin Financial, LLC | 7.75% | Add +45.6% | 846,295 | $80.5M |
| Modera Wealth Management, LLC | 0.98% | Add +3.4% | 807,616 | $76.8M |
| OneDigital Investment Advisors LLC | 0.81% | Add +0.3% | 744,603 | $70.8M |
| Full Sail Capital, LLC | 4.26% | Reduce -1.5% | 698,265 | $66.4M |
| Cresset Asset Management, LLC | 0.25% | Add +20.3% | 679,446 | $64.6M |
| BCR Wealth Strategies, LLC | 29.31% | Add +3.0% | 652,631 | $62.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -11.6% | 632,482 | $60.2M |
| Simplicity Wealth,LLC | 5.55% | Add +837.3% | 629,361 | $59.9M |
| Werba Rubin Papier Wealth Management | 13.47% | Add +6.6% | 603,504 | $57.4M |
| SC&H Financial Advisors, Inc. | 12.21% | Add +6.6% | 587,129 | $55.9M |
| Plancorp, LLC | 2.02% | Add +0.1% | 521,349 | $49.6M |
| Park Avenue Securities LLC | 0.56% | Add +9.9% | 519,704 | $49.5M |
| B&D White Capital Company, LLC | 8.00% | Add +11.5% | 487,825 | $46.4M |
| WMG Financial Advisors, LLC | 19.11% | Add +6.1% | 444,491 | $42.3M |
| Waverly Advisors, LLC | 0.76% | Reduce -1.6% | 431,442 | $41.1M |
| Red Lighthouse Investment Management, LLC | 15.80% | Add +0.5% | 424,818 | $40.4M |
| Bank of New York Mellon Corp | 0.01% | Add +21.0% | 423,831 | $40.3M |
| Awm Capital, LLC | 4.84% | Reduce -1.1% | 420,816 | $40.0M |
| Leo Wealth, LLC | 3.65% | Add +3.5% | 419,713 | $39.9M |
| JRM Investment Counsel, LLC | 14.46% | Reduce -6.6% | 414,685 | $39.5M |
| Strategic Blueprint, LLC | 2.43% | Reduce -0.2% | 409,451 | $39.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +5.5% | 396,301 | $37.7M |
| Rockwood Wealth Management, LLC | 3.91% | Reduce -1.7% | 373,877 | $35.6M |
| Bank of America Corp. | 0.00% | Add +12.8% | 359,901 | $34.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +27.7% | 352,449 | $33.5M |
| WCG Wealth Advisors LLC | 2.24% | Add +2.3% | 349,317 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.5% | 348,435 | $33.2M |
| McGlone Suttner Wealth Management, Inc. | 6.84% | Add +2221.3% | 345,642 | $32.9M |
| Mariner, LLC | 0.06% | Add +8.5% | 331,641 | $31.6M |
| BSW Wealth Partners | 4.73% | Add +6.6% | 331,443 | $31.5M |
| Focus Partners Wealth | 0.10% | New | 329,777 | $31.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 325,239 | $30.9M |
| Bridgewater Advisors Inc. | 3.19% | Add +13.8% | 315,914 | $30.4M |
| Continuum Wealth Advisors, LLC | 15.71% | Reduce -11.1% | 307,701 | $29.3M |
| MML Investors Services, LLC | 0.11% | Reduce -4.2% | 303,343 | $28.9M |
| Tortoise Investment Management, LLC | 2.81% | Add +9.4% | 282,577 | $26.9M |
| Websterrogers Financial Advisors, LLC | 9.06% | Reduce -12.8% | 271,992 | $25.9M |
| Highland Financial Advisors, LLC | 8.96% | Add +2.6% | 264,926 | $25.2M |
| Bull Oak Capital, LLC | 14.14% | New | 258,807 | $24.6M |
| World Investment Advisors | 0.77% | Reduce -6.7% | 256,985 | $24.5M |
| WorthPointe, LLC | 10.04% | Add +4.0% | 250,644 | $23.8M |
| Legacy Financial Group, Inc. | 7.87% | Add +13.0% | 244,860 | $23.2M |
| REDW Wealth LLC | 5.88% | Reduce -10.0% | 241,271 | $23.0M |
| Tanager Wealth Management LLP | 3.02% | Add +10.4% | 235,977 | $22.5M |
| Raymond James & Associates | 0.01% | Add +11.4% | 233,493 | $22.2M |
| Waypoint Capital Advisors, LLC | 4.65% | Reduce -14.7% | 229,504 | $21.8M |
| IHT Wealth Management, LLC | 0.62% | Add +9.2% | 228,727 | $21.8M |
| Burton Enright Welch | 4.59% | Add +0.9% | 224,860 | $21.4M |
| Trellis Wealth Advisors LLC | 10.67% | Add +0.9% | 223,939 | $21.3M |
| Signature Resources Capital Management, LLC | 19.18% | Reduce -7.7% | 220,533 | $21.0M |
| Allworth Financial LP | 0.13% | Reduce -82.6% | 219,923 | $20.9M |
| Buttonwood Financial Group, LLC | 12.40% | Add +21.1% | 217,260 | $20.7M |
| Disciplina Capital Management LLC | 3.28% | Add +1.7% | 215,241 | $20.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +333.9% | 214,008 | $20.4M |
| Divergent Planning, LLC | 7.53% | Add +3.0% | 211,951 | $20.2M |
| Glenview Trust Co | 0.38% | Add +0.7% | 207,774 | $19.8M |
| Raffa Wealth Management, LLC | 4.73% | Add +118.5% | 205,854 | $19.6M |
| Passive Capital Management, LLC. | 6.54% | Reduce -0.4% | 196,813 | $18.7M |
| Chicago Partners Investment Group LLC | 0.66% | Add +5.0% | 193,627 | $18.5M |
| Focus Partners Advisor Solutions, LLC | 0.38% | Add +4.2% | 191,791 | $18.2M |
| Acorn Financial Advisory Services Inc. | 3.20% | Reduce -1.0% | 190,022 | $18.1M |
| Apella Capital, LLC | 0.74% | Reduce -9.4% | 189,400 | $17.9M |
| Cardiff Park Advisors, LLC | 1.61% | Add +2.4% | 187,538 | $17.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 7.05% | Reduce -1.4% | 186,540 | $17.7M |
| Mattern Wealth Management LLC | 3.61% | Add +11.5% | 172,446 | $16.4M |
| Strategic Financial Concepts, LLC | 5.16% | Reduce -98.8% | 170,269 | $16.2M |
| HTG Investment Advisors, Inc. | 7.45% | Add +5.6% | 165,834 | $15.8M |
| Trajan Wealth LLC | 0.91% | Reduce -0.6% | 162,803 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 159,846 | $15.2M |
| Great Valley Advisor Group, Inc. | 0.37% | Reduce -5.2% | 157,159 | $15.0M |
| Herold Advisors, Inc. | 3.20% | Add +0.6% | 154,968 | $14.7M |
| Acropolis Investment Management, LLC | 0.83% | Add +4.5% | 147,553 | $14.0M |
| WR Wealth Planners, LLC | 3.89% | Add +1.3% | 146,818 | $14.0M |
| CVA Family Office, LLC | 2.23% | Reduce -3.9% | 144,297 | $13.7M |
| Zhang Financial LLC | 0.86% | Reduce -3.3% | 143,961 | $13.7M |
| LexAurum Advisors, LLC | 2.91% | Add +5.3% | 138,168 | $13.1M |
| Gateway Wealth Partners, LLC | 3.58% | Add +1.7% | 136,376 | $13.0M |
| Arq Wealth Advisors, LLC | 4.75% | Add +1.0% | 133,925 | $12.6M |
| My Personal CFO, LLC | 6.69% | Add +17.2% | 128,159 | $12.2M |
| Foundations Investment Advisors, LLC | 0.24% | Add +55.6% | 121,229 | $11.5M |
| Flagstone Financial Management | 3.84% | Add +1.4% | 120,383 | $11.5M |
| Kwmg, LLC | 1.12% | Add +0.2% | 116,745 | $11.1M |
| FMB Wealth Management | 6.12% | Add +2.8% | 113,733 | $10.8M |
"% 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.