Avantis U.S. Equity ETFAVUSETF
13F holders, Q4 2024 (December 31)430holders +52
36new positions
16sold out
3famous investors
$96.97avg. 13F price*
At the end of Q4 2024, 430 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 52 from Q3 2024. 36 opened new positions and 16 sold out. The largest holders were Annex Advisory Services, LLC ($345.4M), American Century Companies Inc. ($313.1M) and Oak Root LLC ($294.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $95.6M |
| Exits | 16 | $80.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,150,786 shares bought and 1,604,076 shares sold, net +2,546,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Annex Advisory Services, LLC | 10.41% | Add +5.0% | 3,563,572 | $345.4M |
| American Century Companies Inc. | 0.18% | Add +4.0% | 3,229,740 | $313.1M |
| Oak Root LLC | 38.32% | No change | 3,036,602 | $294.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +1.5% | 1,727,996 | $167.5M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.6% | 1,616,485 | $156.7M |
| Adero Partners, LLC | 9.79% | Add +8.6% | 1,567,202 | $151.9M |
| LPL Financial LLC | 0.06% | Add +6.0% | 1,422,531 | $137.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +0.9% | 1,351,928 | $131.0M |
| Morgan Stanley | 0.01% | Add +2.1% | 1,244,790 | $120.7M |
| Creative Planning | 0.12% | Reduce -6.0% | 1,239,687 | $120.2M |
| Traphagen Investment Advisors LLC | 11.53% | Add +1.1% | 1,169,356 | $113.3M |
| Great Point Wealth Advisors, LLC | 24.09% | Add +2.7% | 1,136,569 | $110.2M |
| Waypoint Wealth Partners Inc. | 28.55% | Add +1.6% | 1,080,074 | $104.7M |
| WMS Partners, LLC | 5.72% | Add +11.1% | 1,052,425 | $102.0M |
| RVW Wealth, LLC | 9.38% | Reduce -2.3% | 1,037,078 | $100.5M |
| Quantum Financial Advisors, LLC | 14.85% | Add +4.1% | 1,005,344 | $97.4M |
| Corient Private Wealth LP | 0.15% | Add +5.7% | 951,644 | $92.2M |
| Smith Anglin Financial, LLC | 8.02% | Add +4.2% | 881,632 | $85.5M |
| Modera Wealth Management, LLC | 0.97% | Add +2.8% | 830,216 | $80.5M |
| OneDigital Investment Advisors LLC | 0.87% | Add +3.7% | 772,214 | $74.9M |
| Full Sail Capital, LLC | 4.26% | Reduce -1.3% | 689,540 | $66.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +2.6% | 649,011 | $62.9M |
| BCR Wealth Strategies, LLC | 29.27% | Reduce -1.1% | 645,531 | $62.6M |
| SC&H Financial Advisors, Inc. | 12.36% | Add +5.1% | 617,269 | $59.8M |
| Werba Rubin Papier Wealth Management | 14.03% | Add +1.7% | 613,733 | $59.5M |
| Park Avenue Securities LLC | 0.61% | Add +17.4% | 610,396 | $59.2M |
| Cresset Asset Management, LLC | 0.29% | Reduce -10.2% | 610,222 | $59.1M |
| B&D White Capital Company, LLC | 9.88% | Add +24.1% | 605,176 | $58.7M |
| Bank of America Corp. | 0.01% | Add +55.9% | 561,165 | $54.4M |
| Raymond James Financial Inc. | 0.02% | — | 545,466 | $52.9M |
| Plancorp, LLC | 2.07% | Reduce -0.3% | 520,001 | $50.4M |
| Bridgewater Advisors Inc. | 5.20% | Add +62.4% | 512,944 | $49.9M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 477,594 | $46.3M |
| McGlone Suttner Wealth Management, Inc. | 7.60% | Add +35.8% | 469,422 | $45.5M |
| JPMorgan Chase & Co. | 0.00% | Add +34.6% | 469,100 | $45.5M |
| WMG Financial Advisors, LLC | 19.36% | Add +4.4% | 464,016 | $45.0M |
| Accredited Investor Services, LLC | 34.78% | — | 448,480 | $43.5M |
| Leo Wealth, LLC | 3.85% | Add +5.7% | 443,635 | $43.0M |
| Mariner, LLC | 0.07% | Add +33.4% | 442,375 | $42.9M |
| Mercer Global Advisors Inc. | 0.10% | New | 440,773 | $42.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +7.8% | 427,370 | $41.4M |
| Red Lighthouse Investment Management, LLC | 16.28% | Reduce -0.1% | 424,607 | $41.2M |
| Awm Capital, LLC | 4.99% | Add +0.1% | 421,134 | $40.8M |
| Waverly Advisors, LLC | 0.63% | Reduce -2.8% | 419,542 | $40.7M |
| Tanager Wealth Management LLP | 5.24% | Add +76.4% | 416,248 | $40.3M |
| Strategic Blueprint, LLC | 2.36% | Reduce -0.1% | 408,830 | $39.6M |
| JRM Investment Counsel, LLC | 13.42% | Reduce -10.5% | 371,273 | $36.0M |
| Rockwood Wealth Management, LLC | 3.79% | Reduce -3.2% | 361,981 | $35.1M |
| WCG Wealth Advisors LLC | 2.32% | Add +3.7% | 362,344 | $35.1M |
| Focus Partners Wealth | 0.09% | Add +5.9% | 349,290 | $33.9M |
| BSW Wealth Partners | 4.93% | Add +4.5% | 346,472 | $33.6M |
| Continuum Wealth Advisors, LLC | 15.79% | Add +4.7% | 321,996 | $31.2M |
| MML Investors Services, LLC | 0.10% | Reduce -0.0% | 303,233 | $29.4M |
| Tortoise Investment Management, LLC | 3.08% | Add +6.3% | 300,480 | $29.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +32.0% | 282,569 | $27.4M |
| Ridgeline Wealth, LLC | 21.73% | — | 275,080 | $26.7M |
| Highland Financial Advisors, LLC | 9.18% | Add +3.2% | 273,440 | $26.5M |
| World Investment Advisors | 0.73% | Add +6.3% | 273,077 | $26.5M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +41.8% | 271,875 | $26.4M |
| Websterrogers Financial Advisors, LLC | 9.13% | Reduce -0.3% | 271,214 | $26.3M |
| Wells Fargo & Company | 0.01% | Reduce -16.8% | 270,501 | $26.2M |
| Raffa Wealth Management, LLC | 6.00% | Add +29.2% | 266,044 | $25.8M |
| WorthPointe, LLC | 10.59% | Add +4.9% | 262,954 | $25.5M |
| Legacy Financial Group, Inc. | 8.08% | Add +5.7% | 258,738 | $25.1M |
| Bull Oak Capital, LLC | 13.88% | Reduce -0.5% | 257,514 | $25.0M |
| Burton Enright Welch | 4.85% | Add +6.0% | 238,249 | $23.1M |
| Arcadia Wealth Management, Inc. | 19.52% | — | 236,963 | $23.0M |
| Freedom Financial Partners LLC | 10.71% | — | 229,054 | $22.2M |
| IHT Wealth Management, LLC | 0.72% | Add +0.1% | 228,851 | $22.2M |
| Trellis Wealth Advisors LLC | 11.02% | Add +0.9% | 226,037 | $21.9M |
| Signature Resources Capital Management, LLC | 19.41% | Add +1.7% | 224,336 | $21.7M |
| Buttonwood Financial Group, LLC | 11.95% | Reduce -1.9% | 213,188 | $21.6M |
| Strategic Financial Concepts, LLC | 4.03% | Add +27.4% | 216,890 | $21.0M |
| Glenview Trust Co | 0.39% | Add +3.4% | 214,919 | $20.8M |
| Divergent Planning, LLC | 7.11% | Add +1.9% | 215,906 | $20.8M |
| Allworth Financial LP | 0.11% | Reduce -7.9% | 202,456 | $20.4M |
| Disciplina Capital Management LLC | 3.44% | Reduce -2.1% | 210,609 | $20.4M |
| Chicago Partners Investment Group LLC | 0.67% | Add +5.8% | 204,861 | $20.0M |
| Oak Wealth Advisors LLC | 14.70% | — | 197,202 | $19.1M |
| Passive Capital Management, LLC. | 6.72% | Add +0.1% | 197,041 | $19.1M |
| Apella Capital, LLC | 0.71% | Add +0.6% | 190,561 | $18.5M |
| Cardiff Park Advisors, LLC | 1.74% | Add +0.1% | 187,747 | $18.2M |
| Acorn Financial Advisory Services Inc. | 3.00% | Reduce -1.2% | 187,718 | $18.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 7.29% | Reduce -0.9% | 184,945 | $17.9M |
| REDW Wealth LLC | 6.14% | Reduce -24.4% | 182,449 | $17.7M |
| Mattern Wealth Management LLC | 3.67% | Reduce -0.3% | 171,851 | $16.7M |
| Royal Bank of Canada | 0.00% | Add +5.3% | 168,247 | $16.3M |
| Parkworth Wealth Management, Inc. | 13.48% | — | 167,160 | $16.2M |
| HTG Investment Advisors, Inc. | 7.40% | Add +0.7% | 166,942 | $16.2M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +4.5% | 164,224 | $15.9M |
| Trace Wealth Advisors, LLC | 13.63% | — | 156,955 | $15.2M |
| Trajan Wealth LLC | 0.83% | Reduce -5.2% | 154,425 | $15.0M |
| Zhang Financial LLC | 0.84% | Add +5.2% | 151,383 | $14.7M |
| WR Wealth Planners, LLC | 4.69% | Add +2.4% | 150,382 | $14.6M |
| Acropolis Investment Management, LLC | 0.85% | Add +0.5% | 148,305 | $14.4M |
| Herold Advisors, Inc. | 3.10% | Reduce -5.2% | 146,881 | $14.2M |
| Sax Wealth Advisors, LLC | 1.10% | New | 145,618 | $14.1M |
| CVA Family Office, LLC | 2.21% | Reduce -0.4% | 143,702 | $13.9M |
| LexAurum Advisors, LLC | 2.74% | Add +2.4% | 141,528 | $13.7M |
| My Personal CFO, LLC | 6.76% | Add +6.1% | 135,930 | $13.2M |
"% 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.