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 |
| McLean Asset Management Corp | 3.25% | Add +13.7% | 113,110 | $10.8M |
| Grand Wealth Management, LLC | 5.87% | Reduce -4.8% | 109,433 | $10.4M |
| Clarity Capital Advisors, LLC | 7.44% | Reduce -10.9% | 109,030 | $10.4M |
| Orion Capital Management LLC | 4.92% | Add +17.4% | 106,454 | $10.1M |
| Anderson Hoagland & Co. | 1.02% | Add +3.3% | 105,175 | $10.0M |
| Sage Rhino Capital LLC | 2.16% | Reduce -0.9% | 102,462 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +4.4% | 100,499 | $9.6M |
| Greenspring Advisors, LLC | 2.05% | Reduce -4.2% | 98,742 | $9.4M |
| UBS Group AG | 0.00% | Add +17.6% | 95,210 | $9.1M |
| Lantern Wealth Advisors, LLC | 6.26% | Add +0.6% | 94,949 | $9.0M |
| Annandale Capital, LLC | 1.79% | Add +5.5% | 94,305 | $9.0M |
| Alpha Financial Partners LLC | 6.29% | New | 92,632 | $8.8M |
| Ehrlich Financial Group | 6.29% | Add +9.3% | 92,632 | $8.8M |
| Wedmont Private Capital | 0.49% | Add +0.1% | 91,523 | $8.6M |
| Echo Wealth Management, LLC | 5.94% | Reduce -4.2% | 88,736 | $8.5M |
| Northwest Wealth Management, LLC | 1.97% | Add +1.0% | 88,851 | $8.5M |
| Fonville Wealth Management LLC | 2.91% | Add +8.7% | 88,543 | $8.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -13.9% | 84,768 | $8.1M |
| Perigon Wealth Management, LLC | 0.21% | Add +0.6% | 82,878 | $7.9M |
| Auxano Advisors, LLC | 1.95% | Reduce -7.0% | 79,214 | $7.5M |
| Farther Finance Advisors, LLC | 0.28% | Add +8.3% | 79,154 | $7.5M |
| Brio Consultants, LLC | 1.20% | Reduce -7.7% | 78,969 | $7.5M |
| Ausdal Financial Partners, Inc. | 0.77% | Add +198.8% | 78,188 | $7.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +0.1% | 77,021 | $7.3M |
| Callan Capital, LLC | 0.50% | Reduce -8.3% | 75,867 | $7.2M |
| Summit Wealth Partners, LLC | 1.35% | Add +35.5% | 73,741 | $7.0M |
| Bayshore Asset Management, LLC | 3.14% | Add +2.1% | 73,589 | $7.0M |
| Ariadne Wealth Management, LP | 3.72% | Reduce -0.1% | 68,519 | $6.8M |
| SFG Wealth Management, LLC. | 3.59% | Reduce -0.1% | 71,143 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +189.3% | 71,111 | $6.8M |
| Canvas Wealth Advisors, LLC | 1.84% | Add +9.2% | 70,166 | $6.7M |
| Vannoy Advisory Group, Inc. | 4.85% | No change | 70,142 | $6.7M |
| Meredith Wealth Planning | 3.06% | Add +0.1% | 67,446 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.2% | 66,807 | $6.4M |
| Axxcess Wealth Management, LLC | 0.16% | Add +192.6% | 66,331 | $6.3M |
| Financial Symmetry Inc | 4.31% | Add +2.5% | 64,834 | $6.2M |
| Versant Capital Management, Inc | 1.40% | Reduce -1.5% | 64,757 | $6.2M |
| Lakeridge Wealth Management LLC | 3.33% | Add +23.8% | 63,729 | $6.1M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 56,711 | $5.4M |
| Morling Financial Advisors, LLC | 1.96% | Reduce -0.3% | 54,081 | $5.1M |
| Cornerstone Wealth Management, LLC | 0.36% | Add +6.3% | 53,470 | $5.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.27% | Reduce -16.4% | 53,441 | $5.1M |
| Knightsbridge Asset Management, LLC | 1.15% | Reduce -3.1% | 53,403 | $5.1M |
| Fielder Capital Group LLC | 1.65% | Add +27.6% | 52,460 | $5.0M |
| SOL Capital Management CO | 0.55% | Reduce -2.4% | 51,966 | $4.9M |
| MN Wealth Advisors, LLC | 2.80% | Add +1.7% | 51,783 | $4.9M |
| Geometric Wealth Advisors | 0.90% | Add +3.5% | 51,279 | $4.9M |
| Good Life Advisors, LLC | 0.29% | Add +10.9% | 49,905 | $4.7M |
| Quarry Hill Advisors, LLC | 3.16% | Reduce -0.8% | 49,631 | $4.7M |
| HB Wealth Management, LLC | 0.05% | No change | 49,610 | $4.7M |
| Visionary Horizons, LLC | 3.13% | Add +8.3% | 49,247 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +25.9% | 48,937 | $4.7M |
| Cypress Point Wealth Management, LLC | 1.79% | Add +2.2% | 47,781 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -15.5% | 46,898 | $4.5M |
| Objectivity Squared, LLC | 3.03% | Add +2.5% | 46,043 | $4.4M |
| L & S Advisors Inc | 0.50% | Reduce -1.6% | 44,982 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -10.9% | 44,316 | $4.2M |
| Summit X, LLC | 1.02% | Reduce -21.2% | 46,504 | $4.2M |
| Castle Wealth Management LLC | 1.64% | Reduce -2.4% | 43,143 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.3% | 42,845 | $4.1M |
| NewEdge Advisors, LLC | 0.03% | Add +124.5% | 41,742 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -31.4% | 41,219 | $3.9M |
| Seed Wealth Management, Inc. | 3.08% | Reduce -6.4% | 40,460 | $3.8M |
| Prosperity Planning, Inc. | 1.70% | Add +18.8% | 40,265 | $3.8M |
| Betterment LLC | 0.01% | Add +2.6% | 40,260 | $3.8M |
| Sollinda Capital Management LLC | 1.06% | Add +0.1% | 39,568 | $3.8M |
| Integrity Wealth Solutions LLC | 2.13% | Add +13.8% | 38,378 | $3.7M |
| Trademark Financial Management, LLC | 2.81% | Reduce -11.8% | 37,234 | $3.5M |
| Cwm, LLC | 0.02% | Add +10.4% | 36,916 | $3.5M |
| Forum Financial Management, LP | 0.06% | Add +26.4% | 36,023 | $3.4M |
| North Ridge Wealth Advisors, Inc. | 2.26% | Reduce -1.7% | 34,967 | $3.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.81% | Add +82.8% | 34,624 | $3.3M |
| Triune Financial Partners, LLC | 1.01% | Reduce -1.2% | 33,957 | $3.2M |
| Facet Wealth, Inc. | 0.09% | Add +11.3% | 33,941 | $3.2M |
| Lion Street Advisors, LLC | 1.06% | Add +4.3% | 32,021 | $3.0M |
| KWB Wealth | 0.39% | Add +23.6% | 33,206 | $3.0M |
| Elevation Wealth Partners, LLC | 1.27% | Reduce -3.6% | 31,197 | $3.0M |
| Silverlake Wealth Management LLC | 1.11% | Add +0.3% | 30,319 | $2.9M |
| Physician Wealth Solutions Inc. | 1.41% | Reduce -1.8% | 29,520 | $2.8M |
| SageView Advisory Group, LLC | 0.14% | Add +0.5% | 28,933 | $2.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +582.0% | 28,760 | $2.7M |
| Certified Advisory Corp | 0.29% | Reduce -6.2% | 27,830 | $2.6M |
| Vicus Capital | 0.22% | Add +18.0% | 26,616 | $2.5M |
| Morris Financial Concepts, Inc. | 0.99% | Add +0.2% | 24,330 | $2.3M |
| Silver Oak Securities, Incorporated | 0.24% | Add +8519.4% | 24,393 | $2.3M |
| Bessemer Group Inc. | 0.00% | New | 24,274 | $2.3M |
| Magnus Financial Group LLC | 0.22% | Reduce -4.8% | 23,101 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.6% | 21,667 | $2.1M |
| True Wealth Design, LLC | 0.78% | Reduce -68.1% | 20,931 | $2.0M |
| Earned Wealth Advisors, LLC | 0.59% | Reduce -1.3% | 20,523 | $2.0M |
| ARK & TLK Investments, LLC | 0.69% | Add +11.0% | 20,255 | $1.9M |
| TFB Advisors LLC | 0.56% | Add +5.6% | 19,696 | $1.9M |
| Hill Investment Group Partners, LLC | 0.26% | No change | 20,450 | $1.8M |
| Beacon Financial Group | 0.20% | Add +0.1% | 19,283 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 19,948 | $1.8M |
| Collective Family Office LLC | 0.48% | Reduce -9.5% | 18,577 | $1.8M |
| Flow Traders U.S. LLC | 0.09% | New | 18,267 | $1.7M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.0% | 18,093 | $1.7M |
| Ruedi Wealth Management, Inc. | 0.54% | Reduce -29.4% | 16,511 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +0.4% | 16,394 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 15,853 | $1.5M |
| Wealth Management Partners, LLC | 0.68% | Add +1.7% | 15,302 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -0.0% | 14,981 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -1.1% | 14,835 | $1.4M |
| Waterfront Wealth Inc. | 0.34% | Add +0.3% | 14,512 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Add +11.8% | 14,430 | $1.4M |
| Trustmark Bank Trust Department | 0.10% | No change | 14,423 | $1.4M |
| Valued Wealth Advisors LLC | 0.89% | Add +0.1% | 14,359 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 14,306 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | Reduce -83.5% | 14,167 | $1.3M |
| Atlas Wealth LLC | 0.85% | No change | 13,995 | $1.3M |
| Tanglewood Legacy Advisors, LLC | 0.59% | No change | 13,932 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Reduce -46.5% | 13,532 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +4.0% | 12,088 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.57% | No change | 11,888 | $1.1M |
| Cooper/Haims Advisors, LLC | 0.62% | Add +0.3% | 11,831 | $1.1M |
| Citizens & Northern Corp. | 0.34% | No change | 11,823 | $1.1M |
| Angeles Wealth Management, LLC | 0.10% | Reduce -21.3% | 11,790 | $1.1M |
| Correct Capital Wealth Management | 0.25% | Add +128.7% | 11,757 | $1.1M |
| Parcion Private Wealth LLC | 0.09% | No change | 11,602 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -8.4% | 11,544 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.38% | Add +0.2% | 11,490 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +0.1% | 11,282 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +12.8% | 11,215 | $1.1M |
| Eaton-Cambridge Inc. | 0.50% | Reduce -2.8% | 10,996 | $1.0M |
| CGN Advisors LLC | 0.10% | Reduce -4.0% | 10,866 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.3% | 10,823 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +5.2% | 10,719 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | Reduce -0.5% | 10,262 | $976K |
| Cornerstone Capital, Inc. | 0.09% | Reduce -26.9% | 10,185 | $969K |
| Fortis Group Advisors, LLC | 0.18% | New | 10,099 | $961K |
| Life Planning Partners, Inc | 0.84% | Add +19.1% | 9,840 | $936K |
| Signet Financial Management, LLC | 0.12% | Add +0.0% | 9,788 | $931K |
| Lam Group, Inc. | 0.65% | Add +20.6% | 9,680 | $921K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $894K |
| Avestar Capital, LLC | 0.10% | Add +5.2% | 9,370 | $892K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -16.0% | 9,233 | $879K |
| Austin Asset Management Co Inc | 0.18% | Add +0.2% | 9,052 | $861K |
| Pine Harbor Wealth Management, LLC | 0.42% | Add +1.3% | 8,891 | $846K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -70.7% | 8,840 | $841K |
| Nwam LLC | 0.05% | New | 8,662 | $824K |
| Aprio Wealth Management, LLC | 0.13% | No change | 8,520 | $811K |
| Almanack Investment Partners, LLC. | 0.13% | Reduce -1.8% | 8,505 | $809K |
| PrairieView Partners, LLC | 0.08% | Reduce -2.4% | 8,501 | $808K |
| Truepoint, Inc. | 0.02% | Reduce -10.3% | 8,467 | $806K |
| Mutual Advisors, LLC | 0.02% | Reduce -94.7% | 8,301 | $796K |
| Midwest Heritage Bank, FSB | 0.37% | Add +0.1% | 8,284 | $788K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -14.9% | 8,123 | $773K |
| Citizens Financial Group Inc. | 0.02% | New | 8,009 | $762K |
| Monument Group Wealth Advisors, LLC | 0.45% | No change | 7,786 | $741K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 7,634 | $726K |
| Hardin Capital Partners, LLC | 0.41% | Add +32.1% | 7,644 | $726K |
| DBK Financial Counsel, LLC | 0.71% | No change | 7,367 | $701K |
| Oakwell Private Wealth Management, LLC | 0.19% | No change | 7,113 | $677K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +49.2% | 7,087 | $674K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +49.2% | 7,087 | $674K |
| Intelligence Driven Advisers, LLC | 0.09% | Reduce -70.8% | 6,971 | $663K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.3% | 6,828 | $650K |
| Baird Financial Group, Inc. | 0.00% | New | 6,662 | $634K |
| WESPAC Advisors SoCal, LLC | 0.15% | Reduce -5.8% | 6,620 | $630K |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 6,554 | $624K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Add +5.8% | 6,534 | $621K |
| Squire Investment Management Company, LLC | 0.29% | New | 6,325 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -54.9% | 6,306 | $600K |
| Bridge Advisory, LLC | 0.28% | Add +0.3% | 6,236 | $593K |
| Proficio Capital Partners LLC | 0.06% | New | 6,200 | $590K |
| Compound Planning, Inc. | 0.04% | No change | 6,000 | $571K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 5,905 | $562K |
| Wealthspire Retirement, LLC | 0.05% | Add +16.1% | 5,860 | $558K |
| Diversified Portfolios, Inc. | 0.06% | No change | 5,805 | $552K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.3% | 5,703 | $543K |
| Paragon Advisors, LLC | 0.18% | Reduce -24.0% | 5,698 | $542K |
| Heritage Financial Services, LLC | 0.07% | No change | 5,649 | $538K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 5,470 | $520K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 5,392 | $513K |
| Raymond James Trust N.A. | 0.01% | No change | 5,322 | $506K |
| Jones Financial Companies LLLP | 0.00% | Add +93.1% | 5,247 | $498K |
| Equitable Holdings, Inc. | 0.00% | Add +22.4% | 5,151 | $490K |
| CAP Partners, LLC | 0.37% | Reduce -22.5% | 5,141 | $489K |
| Yardley Wealth Management LLC | 0.29% | — | 5,123 | $487K |
| Oceanside Advisors LLC | 0.36% | Reduce -2.8% | 5,115 | $487K |
| Renaissance Technologies | 0.00% | Reduce -69.1% | 5,000 | $476K |
| Annapolis Financial Services, LLC | 0.14% | No change | 4,992 | $475K |
| Alpha Financial Advisors, LLC | 0.21% | No change | 4,929 | $469K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 4,854 | $462K |
| Jackson Thornton Wealth Management, LLC | 0.06% | No change | 4,851 | $462K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.7% | 4,823 | $459K |
| Ieq Capital, LLC | 0.01% | New | 4,715 | $449K |
| Tranquility Partners, LLC | 0.16% | Add +10.2% | 4,704 | $448K |
| Dogwood Wealth Management LLC | 0.25% | Add +0.7% | 4,616 | $439K |
| Prudential Financial Inc. | 0.00% | New | 4,529 | $431K |
| Tillman Hartley LLC | 0.13% | No change | 4,441 | $423K |
| CoreCap Advisors, LLC | 0.02% | New | 4,436 | $422K |
| Commerce Bank | 0.00% | No change | 4,150 | $395K |
| Trilogy Capital Inc. | 0.02% | Reduce -6.2% | 4,103 | $390K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -49.0% | 4,019 | $382K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.9% | 3,917 | $373K |
| Citadel Advisors | 0.00% | Reduce -83.7% | 3,878 | $369K |
| SJS Investment Consulting Inc. | 0.06% | Reduce -2.5% | 3,852 | $367K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,700 | $352K |
| Procyon Advisors, LLC | 0.02% | Add +10.5% | 3,612 | $344K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -97.6% | 3,607 | $343K |
| Financial Partners Group, Inc | 0.05% | Add +0.6% | 3,515 | $334K |
| Financial Advocates Investment Management | 0.02% | New | 3,650 | $332K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 3,482 | $331K |
| Merriman Wealth Management, LLC | 0.01% | No change | 3,432 | $327K |
| Harbour Investments, Inc. | 0.01% | No change | 3,322 | $316K |
| Savvy Advisors, Inc. | 0.06% | New | 3,184 | $303K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $299K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 3,132 | $298K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $292K |
| Lauterbach Financial Advisors, LLC | 0.17% | Add +0.2% | 3,011 | $286K |
| Objective Capital Management, LLC | 0.17% | — | 2,990 | $284K |
| Vickerman Investment Advisors, Inc. | 0.08% | Reduce -15.8% | 2,898 | $276K |
| Index Fund Advisors, Inc. | 0.01% | Add +26.1% | 2,871 | $273K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 2,796 | $266K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $259K |
| NorthRock Partners, LLC | 0.01% | No change | 2,677 | $255K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $254K |
| Voisard Asset Management Group, Inc. | 0.11% | New | 2,650 | $252K |
| Prosperity Financial Group, Inc. | 0.14% | Add +3.5% | 2,597 | $247K |
| Susquehanna International Group, LLP | 0.00% | New | 2,583 | $246K |
| Choreo, LLC | 0.00% | Reduce -3.6% | 2,600 | $246K |
| Stonebrook Private Inc. | 0.06% | Add +3.8% | 2,573 | $245K |
| Elevate Wealth Advisory, Inc. | 0.18% | Add +0.2% | 2,566 | $244K |
| Evoke Wealth, LLC | 0.01% | New | 2,551 | $243K |
| CRA Financial Services, LLC | 0.04% | Reduce -2.0% | 2,485 | $236K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | New | 2,466 | $235K |
| Brookstone Capital Management | 0.00% | Reduce -2.4% | 2,417 | $230K |
| Prosperitas Financial LLC | 0.12% | New | 2,401 | $228K |
| WBH Advisory Inc. | 0.02% | No change | 2,281 | $217K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $216K |
| Atria Investments, Inc | 0.00% | New | 2,275 | $216K |
| PCG Wealth Advisors, LLC | 0.08% | Reduce -37.2% | 2,273 | $216K |
| Arista Wealth Management, LLC | 0.05% | No change | 2,270 | $216K |
| GEM Asset Management, LLC | 0.12% | Add +0.1% | 2,284 | $216K |
| GM Advisory Group, LLC | 0.01% | No change | 2,237 | $213K |
| Creative Capital Management Investments LLC | 0.09% | No change | 2,185 | $208K |
| Smartleaf Asset Management LLC | 0.03% | No change | 2,186 | $207K |
| Motiv8 Investments LLC | 0.14% | Reduce -6.1% | 2,162 | $206K |
| Clarity Asset Management, Inc. | 0.14% | Add +10.1% | 2,149 | $204K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,134 | $203K |
| Empower Advisory Group, LLC | 0.00% | New | 2,128 | $202K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,967 | $191K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,686 | $160K |
| LRI Investments, LLC | 0.01% | No change | 1,529 | $152K |
| Private Wealth Management Group, LLC | 0.06% | Add +4.6% | 1,544 | $147K |
| REAP Financial Group, LLC | 0.04% | No change | 1,528 | $145K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,361 | $129K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,315 | $125K |
| Intelligent Financial Strategies | 0.06% | Reduce -4.4% | 1,203 | $114K |
| TFC Financial Management, Inc. | 0.02% | New | 1,166 | $111K |
| Principal Securities, Inc. | 0.00% | Reduce -9.5% | 1,062 | $101K |
| Fortitude Family Office, LLC | 0.04% | New | 1,000 | $95K |
| Spire Wealth Management | 0.00% | No change | 925 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.5% | 827 | $79K |
| Deutsche Bank AG | 0.00% | No change | 572 | $54K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 523 | $50K |
| Sound Income Strategies, LLC | 0.00% | No change | 481 | $46K |
| Global Trust Asset Management, LLC | 0.02% | Add +71.4% | 480 | $46K |
| Comerica Bank | 0.00% | Reduce -52.1% | 347 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $28K |
| Blue Trust, Inc. | 0.00% | Reduce -65.5% | 305 | $28K |
| Global Retirement Partners, LLC | 0.00% | No change | 244 | $23K |
| Kings Path Partners LLC | 0.01% | Add +9.6% | 205 | $20K |
| US Bancorp \de | 0.00% | Reduce -76.5% | 193 | $18K |
| Operose Advisors LLC | 0.00% | No change | 137 | $13K |
| Continuum Advisory, LLC | 0.00% | New | 84 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $4K |
| Simplex Trading, LLC | 0.00% | New | 52 | $4K |
| Tidemark, LLC | 0.00% | No change | 41 | $4K |
| Key Financial Inc | 0.00% | No change | 26 | $2K |
| Citigroup Inc. | 0.00% | Add +733.3% | 25 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $952 |
| Russell Investments Group, Ltd. | 0.00% | New | 8 | $761 |
| Addison Advisors LLC | 0.00% | No change | 7 | $690 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $95 |
"% 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.