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 |
| Accredited Wealth Management, LLC | 11.24% | — | 132,537 | $12.8M |
| Arq Wealth Advisors, LLC | 4.76% | Reduce -3.6% | 129,031 | $12.5M |
| McLean Asset Management Corp | 3.63% | Add +10.1% | 124,522 | $12.1M |
| Foundations Investment Advisors, LLC | 0.23% | Add +2.7% | 124,477 | $12.1M |
| Flagstone Financial Management | 3.89% | Add +0.3% | 120,759 | $11.7M |
| Kwmg, LLC | 1.15% | Reduce -1.3% | 115,186 | $11.2M |
| FMB Wealth Management | 6.19% | Reduce -0.3% | 113,417 | $11.0M |
| Anderson Hoagland & Co. | 1.11% | Add +3.2% | 108,584 | $10.8M |
| Orion Capital Management LLC | 4.73% | Add +4.2% | 110,888 | $10.7M |
| Clarity Capital Advisors, LLC | 7.13% | Add +0.7% | 109,766 | $10.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +27.9% | 108,379 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +7.4% | 107,940 | $10.5M |
| Symmetry Partners, LLC | 1.48% | New | 107,453 | $10.4M |
| UBS Group AG | 0.00% | Add +6.2% | 101,069 | $9.8M |
| Ausdal Financial Partners, Inc. | 0.83% | Add +27.5% | 99,711 | $9.7M |
| Sage Rhino Capital LLC | 2.10% | Reduce -3.0% | 99,417 | $9.6M |
| Greenspring Advisors, LLC | 2.08% | Reduce -0.6% | 98,195 | $9.5M |
| Fonville Wealth Management LLC | 3.05% | Add +7.6% | 95,246 | $9.2M |
| Annandale Capital, LLC | 1.82% | Add +0.7% | 94,941 | $9.2M |
| Ehrlich Financial Group | 6.48% | Add +1.5% | 94,032 | $9.1M |
| Summit Wealth Partners, LLC | 1.87% | Add +27.5% | 94,011 | $9.1M |
| Gateway Wealth Partners, LLC | 2.34% | Reduce -31.8% | 93,068 | $9.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +18.6% | 91,322 | $8.9M |
| Wedmont Private Capital | 0.47% | Add +0.1% | 91,573 | $8.8M |
| Echo Wealth Management, LLC | 5.91% | Reduce -0.6% | 88,241 | $8.6M |
| Northwest Wealth Management, LLC | 1.80% | Reduce -1.2% | 87,779 | $8.5M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -0.7% | 82,291 | $8.1M |
| Lantern Wealth Advisors, LLC | 5.29% | Reduce -11.5% | 84,068 | $8.1M |
| Grand Wealth Management, LLC | 4.47% | Reduce -24.3% | 82,836 | $8.0M |
| Family Office Research LLC | 3.47% | — | 81,749 | $7.9M |
| Brio Consultants, LLC | 1.23% | Add +2.3% | 80,793 | $7.8M |
| Lakeridge Wealth Management LLC | 3.99% | Add +25.1% | 79,720 | $7.7M |
| Callan Capital, LLC | 0.54% | Reduce -0.0% | 75,835 | $7.4M |
| Bayshore Asset Management, LLC | 3.36% | Add +2.4% | 75,377 | $7.3M |
| Auxano Advisors, LLC | 1.80% | Reduce -7.0% | 73,710 | $7.1M |
| Parkshore Wealth Management, Inc. | 4.26% | — | 73,016 | $7.1M |
| Axxcess Wealth Management, LLC | 0.17% | Add +8.6% | 72,000 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 70,350 | $6.8M |
| Vannoy Advisory Group, Inc. | 5.06% | No change | 70,142 | $6.8M |
| Ariadne Wealth Management, LP | 3.07% | Reduce -2.5% | 66,808 | $6.7M |
| Endeavor Private Wealth, Inc. | 6.35% | — | 68,981 | $6.7M |
| Meredith Wealth Planning | 2.91% | Reduce -0.2% | 67,306 | $6.5M |
| SFG Wealth Management, LLC. | 3.41% | Reduce -5.8% | 67,052 | $6.5M |
| Independent Advisor Alliance | 0.09% | New | 66,439 | $6.4M |
| Versant Capital Management, Inc | 1.36% | Add +0.5% | 65,088 | $6.3M |
| Holcombe Financial, Inc. | 5.17% | — | 64,797 | $6.3M |
| Magnolia Private Wealth, LLC | 5.30% | — | 61,386 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +13.3% | 60,608 | $5.9M |
| Bison Wealth, LLC | 0.72% | — | 60,458 | $5.9M |
| Summit X, LLC | 1.26% | Add +26.3% | 58,750 | $5.7M |
| Austin Asset Management Co Inc | 1.18% | Add +548.2% | 58,673 | $5.7M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 56,905 | $5.5M |
| SOL Capital Management CO | 0.60% | Add +7.0% | 55,580 | $5.4M |
| MN Wealth Advisors, LLC | 3.02% | Add +6.8% | 55,307 | $5.4M |
| Bannerman Wealth Management Group, LLC | 4.42% | — | 55,219 | $5.4M |
| Morling Financial Advisors, LLC | 1.86% | Add +1.7% | 55,022 | $5.3M |
| Visionary Horizons, LLC | 3.46% | Add +10.3% | 54,327 | $5.3M |
| Townsquare Capital LLC | 0.06% | New | 53,402 | $5.2M |
| HB Wealth Management, LLC | 0.05% | Add +7.2% | 53,172 | $5.2M |
| Financial Symmetry Inc | 3.48% | Reduce -18.3% | 52,962 | $5.1M |
| Good Life Advisors, LLC | 0.37% | Add +5.7% | 52,726 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +10.7% | 51,911 | $5.0M |
| Knightsbridge Asset Management, LLC | 1.18% | Reduce -3.1% | 51,733 | $5.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.24% | Reduce -3.4% | 51,625 | $5.0M |
| Geometric Wealth Advisors | 0.91% | Add +0.3% | 51,459 | $5.0M |
| Cypress Point Wealth Management, LLC | 1.50% | Add +4.3% | 49,843 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +18.4% | 49,427 | $4.8M |
| Fielder Capital Group LLC | 1.49% | Reduce -6.1% | 49,246 | $4.8M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -38.7% | 48,533 | $4.7M |
| Curio Wealth, LLC | 2.49% | — | 47,808 | $4.6M |
| Quarry Hill Advisors, LLC | 3.11% | Reduce -4.0% | 47,665 | $4.6M |
| Betterment LLC | 0.01% | Add +15.1% | 46,349 | $4.5M |
| Objectivity Squared, LLC | 3.12% | Add +1.1% | 46,573 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -6.4% | 45,784 | $4.4M |
| L & S Advisors Inc | 0.52% | Reduce -2.2% | 43,995 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.3% | 43,814 | $4.2M |
| Integrity Wealth Solutions LLC | 2.31% | Add +11.0% | 42,584 | $4.1M |
| Seed Wealth Management, Inc. | 3.27% | Add +3.3% | 41,795 | $4.1M |
| Sollinda Capital Management LLC | 1.11% | Add +4.9% | 41,519 | $4.0M |
| Castle Wealth Management LLC | 1.58% | Reduce -4.0% | 41,435 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +0.0% | 41,234 | $4.0M |
| Canvas Wealth Advisors, LLC | 1.00% | Reduce -41.4% | 41,102 | $4.0M |
| Prosperity Planning, Inc. | 1.80% | Add +1.2% | 40,765 | $4.0M |
| CoreCap Advisors, LLC | 0.18% | Add +818.0% | 40,723 | $3.9M |
| KWB Wealth | 0.42% | Add +7.9% | 35,838 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1256.0% | 35,026 | $3.4M |
| North Ridge Wealth Advisors, Inc. | 2.35% | Reduce -0.0% | 34,955 | $3.4M |
| Sterneck Capital Management, LLC | 1.82% | New | 34,837 | $3.4M |
| Triune Financial Partners, LLC | 1.03% | Reduce -0.4% | 33,808 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -50.4% | 33,173 | $3.2M |
| Lion Street Advisors, LLC | 1.02% | Add +2.7% | 32,879 | $3.2M |
| Facet Wealth, Inc. | 0.08% | Reduce -6.1% | 31,872 | $3.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.70% | Reduce -6.6% | 32,329 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -28.5% | 31,690 | $3.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +8.3% | 31,138 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -18.0% | 30,262 | $2.9M |
| SageView Advisory Group, LLC | 0.13% | Add +4.3% | 30,176 | $2.9M |
| Silverlake Wealth Management LLC | 1.11% | Reduce -2.0% | 29,698 | $2.9M |
| Physician Wealth Solutions Inc. | 1.43% | Reduce -0.4% | 29,390 | $2.8M |
| Certified Advisory Corp | 0.29% | Add +0.7% | 28,015 | $2.7M |
| Vicus Capital | 0.24% | Add +3.5% | 27,536 | $2.7M |
| Silver Oak Securities, Incorporated | 0.23% | Add +4.8% | 25,564 | $2.5M |
| Trademark Financial Management, LLC | 1.92% | Reduce -32.9% | 24,990 | $2.4M |
| Morris Financial Concepts, Inc. | 1.03% | Add +2.3% | 24,886 | $2.4M |
| Tillman Hartley LLC | 0.65% | Add +427.0% | 23,405 | $2.3M |
| Renaissance Technologies | 0.00% | Add +366.0% | 23,300 | $2.3M |
| Magnus Financial Group LLC | 0.21% | Reduce -2.3% | 22,576 | $2.2M |
| ARK & TLK Investments, LLC | 0.73% | Add +6.5% | 21,571 | $2.1M |
| Sunpointe, LLC | 1.02% | New | 20,985 | $2.0M |
| Earned Wealth Advisors, LLC | 0.63% | Reduce -0.5% | 20,424 | $2.0M |
| True Wealth Design, LLC | 0.76% | Reduce -2.9% | 20,326 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.2% | 19,714 | $1.9M |
| Collective Family Office LLC | 0.52% | Add +6.0% | 19,690 | $1.9M |
| Beacon Financial Group | 0.20% | Add +0.0% | 19,291 | $1.9M |
| Hill Investment Group Partners, LLC | 0.25% | Reduce -5.7% | 19,277 | $1.9M |
| Clear Harbor Asset Management, LLC | 0.15% | Add +17.6% | 19,273 | $1.9M |
| TFB Advisors LLC | 0.52% | Reduce -3.9% | 18,924 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.5% | 17,441 | $1.8M |
| Truepoint, Inc. | 0.05% | Add +111.1% | 17,874 | $1.7M |
| Fifth Third Securities, Inc. | 0.15% | New | 17,865 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.48% | Add +26.1% | 17,064 | $1.7M |
| Ruedi Wealth Management, Inc. | 0.50% | Reduce -0.4% | 16,441 | $1.6M |
| M Wealth Management, LLC | 1.42% | — | 16,054 | $1.6M |
| Nwam LLC | 0.09% | Add +82.0% | 15,768 | $1.5M |
| Pacific Asset Management, LLC | 1.42% | — | 15,559 | $1.5M |
| Wealth Management Partners, LLC | 0.65% | Add +1.1% | 15,468 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.5% | 15,347 | $1.5M |
| Riverchase Wealth Management, LLC | 1.11% | — | 15,257 | $1.5M |
| Cozad Asset Management Inc. | 0.14% | Add +4.0% | 15,014 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -7.4% | 14,685 | $1.4M |
| XY Planning Network, Inc. | 1.07% | — | 14,667 | $1.4M |
| Valued Wealth Advisors LLC | 0.88% | Add +1.1% | 14,522 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -3.1% | 14,513 | $1.4M |
| Waterfront Wealth Inc. | 0.34% | No change | 14,512 | $1.4M |
| Trustmark Bank Trust Department | 0.10% | No change | 14,423 | $1.4M |
| Atala Financial Inc | 0.97% | — | 14,250 | $1.4M |
| Regatta Capital Group, LLC | 0.27% | Reduce -0.4% | 14,105 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 14,027 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.58% | No change | 13,932 | $1.4M |
| Atlas Wealth LLC | 0.71% | Reduce -0.6% | 13,907 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.76% | Add +17.3% | 13,880 | $1.3M |
| Correct Capital Wealth Management | 0.25% | Add +11.6% | 13,123 | $1.3M |
| Fortis Group Advisors, LLC | 0.23% | Add +23.8% | 12,506 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.40% | Add +363.1% | 12,272 | $1.2M |
| AGH Wealth Advisors, LLC | 1.07% | — | 11,916 | $1.2M |
| Eaton-Cambridge Inc. | 0.51% | Add +8.1% | 11,889 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.58% | No change | 11,888 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -34.6% | 11,832 | $1.1M |
| Citizens & Northern Corp. | 0.31% | No change | 11,823 | $1.1M |
| CGN Advisors LLC | 0.11% | Add +7.8% | 11,715 | $1.1M |
| Parcion Private Wealth LLC | 0.09% | No change | 11,602 | $1.1M |
| Angeles Wealth Management, LLC | 0.09% | Reduce -1.7% | 11,588 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -1.0% | 11,371 | $1.1M |
| Burk Holdings LLC | 0.89% | — | 11,368 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.2% | 11,345 | $1.1M |
| SJS Investment Consulting Inc. | 0.19% | Add +191.2% | 11,218 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Reduce -1.3% | 11,136 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.3% | 10,860 | $1.1M |
| Savant Capital, LLC | 0.01% | No change | 10,719 | $1.0M |
| Citadel Advisors | 0.00% | Add +175.8% | 10,697 | $1.0M |
| Prospect Financial Group LLC | 1.27% | — | 10,652 | $1.0M |
| Avant Financial Advisors LLC | 0.95% | — | 10,637 | $1.0M |
| Private Trust Co. NA | 0.11% | Reduce -5.9% | 10,553 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -9.2% | 10,483 | $1.0M |
| Lam Group, Inc. | 0.72% | Add +7.8% | 10,430 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | Add +0.8% | 10,340 | $1.0M |
| Aurelius Family Office LLC | 0.50% | — | 10,187 | $987K |
| Life Planning Partners, Inc | 0.88% | Add +0.0% | 9,841 | $954K |
| Signet Financial Management, LLC | 0.12% | Add +0.0% | 9,791 | $949K |
| Modern Wealth Management, LLC | 0.03% | New | 9,527 | $923K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $916K |
| Cornerstone Capital, Inc. | 0.10% | Reduce -7.9% | 9,380 | $909K |
| Vista Investment Partners LLC | 0.28% | New | 9,313 | $903K |
| Paragon Advisors, LLC | 0.31% | Add +62.0% | 9,229 | $895K |
| Avestar Capital, LLC | 0.08% | Reduce -2.1% | 9,173 | $889K |
| Kestra Investment Management, LLC | 0.03% | New | 8,914 | $864K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -3.5% | 8,911 | $864K |
| Pine Harbor Wealth Management, LLC | 0.35% | No change | 8,891 | $862K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 8,745 | $848K |
| Aprio Wealth Management, LLC | 0.12% | Add +0.3% | 8,545 | $828K |
| PrairieView Partners, LLC | 0.09% | Add +0.4% | 8,536 | $827K |
| Almanack Investment Partners, LLC. | 0.13% | No change | 8,505 | $824K |
| Hardin Capital Partners, LLC | 0.49% | Add +8.9% | 8,324 | $807K |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,219 | $797K |
| Monument Group Wealth Advisors, LLC | 0.53% | No change | 7,786 | $755K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 7,634 | $740K |
| Ameritas Advisory Services, LLC | 0.03% | Add +90.0% | 7,634 | $740K |
| Baird Financial Group, Inc. | 0.00% | Add +12.1% | 7,467 | $724K |
| DBK Financial Counsel, LLC | 0.72% | No change | 7,367 | $714K |
| Jones Financial Companies LLLP | 0.00% | Add +37.1% | 7,196 | $698K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +5.0% | 7,166 | $695K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.9% | 7,149 | $693K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.9% | 7,149 | $693K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -14.4% | 6,953 | $675K |
| Oakwell Private Wealth Management, LLC | 0.19% | Reduce -2.6% | 6,929 | $672K |
| Brighton Jones LLC | 0.02% | New | 6,911 | $670K |
| Jordan Park Group LLC | 0.05% | New | 6,898 | $669K |
| Equitable Holdings, Inc. | 0.01% | Add +30.9% | 6,741 | $653K |
| Mutual Advisors, LLC | 0.02% | Reduce -20.8% | 6,576 | $651K |
| Brown Advisory Inc. | 0.00% | No change | 6,554 | $635K |
| RAM Investment Partners, LLC | 0.15% | New | 6,350 | $616K |
| Poinciana Advisors Group, LLC | 0.62% | — | 6,331 | $614K |
| Squire Investment Management Company, LLC | 0.27% | No change | 6,325 | $613K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 6,311 | $612K |
| Compound Planning, Inc. | 0.03% | No change | 6,000 | $582K |
| Curi Capital, LLC | 0.01% | Add +1.2% | 5,977 | $579K |
| Citizens Financial Group Inc. | 0.01% | Reduce -26.3% | 5,905 | $572K |
| Diversified Portfolios, Inc. | 0.06% | No change | 5,805 | $563K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -1.7% | 5,762 | $559K |
| Truist Financial Corp. | 0.00% | Add +5.0% | 5,664 | $549K |
| Jane Street Group, LLC | 0.00% | New | 5,659 | $549K |
| Heritage Financial Services, LLC | 0.07% | Reduce -1.4% | 5,573 | $540K |
| L.K. Benson & Company, P.C. | 0.37% | — | 5,467 | $530K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.7% | 5,266 | $510K |
| Yardley Wealth Management LLC | 0.24% | No change | 5,123 | $497K |
| Oceanside Advisors LLC | 0.37% | Reduce -0.1% | 5,112 | $495K |
| WESPAC Advisors SoCal, LLC | 0.11% | Reduce -23.3% | 5,077 | $492K |
| Alpha Financial Advisors, LLC | 0.22% | No change | 4,929 | $478K |
| Tranquility Partners, LLC | 0.18% | Add +4.7% | 4,925 | $477K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 4,870 | $472K |
| Jackson Thornton Wealth Management, LLC | 0.06% | No change | 4,851 | $470K |
| Ieq Capital, LLC | 0.00% | Add +0.3% | 4,731 | $459K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.2% | 4,381 | $425K |
| Quantinno Capital Management LP | 0.00% | New | 4,377 | $424K |
| Commerce Bank | 0.00% | No change | 4,150 | $402K |
| Belpointe Asset Management LLC | 0.02% | Add +0.9% | 3,953 | $371K |
| PNC Financial Services Group, Inc. | 0.00% | Add +359.4% | 3,799 | $368K |
| Sigma Planning Corp | 0.01% | New | 3,768 | $365K |
| Intelligence Driven Advisers, LLC | 0.07% | Reduce -46.2% | 3,752 | $364K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 3,700 | $359K |
| Verdence Capital Advisors LLC | 0.03% | New | 3,700 | $359K |
| Procyon Advisors, LLC | 0.02% | No change | 3,612 | $350K |
| AssuredPartners Investment Advisors, LLC | 0.07% | — | 3,607 | $350K |
| MeadowBrook Investment Advisors LLC | 0.31% | New | 3,530 | $342K |
| Financial Partners Group, Inc | 0.05% | Add +0.3% | 3,525 | $342K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.0% | 3,483 | $338K |
| Gallacher Capital Management LLC | 0.17% | New | 3,461 | $336K |
| Merriman Wealth Management, LLC | 0.01% | Add +0.7% | 3,455 | $335K |
| International Assets Investment Management, LLC | 0.03% | New | 3,298 | $319K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 3,282 | $318K |
| Midwest Heritage Bank, FSB | 0.14% | Reduce -61.5% | 3,186 | $309K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $305K |
| Savvy Advisors, Inc. | 0.04% | Reduce -1.4% | 3,141 | $304K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 3,132 | $304K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $297K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +0.2% | 3,018 | $293K |
| Index Fund Advisors, Inc. | 0.02% | Add +4.1% | 2,989 | $290K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -17.1% | 2,989 | $290K |
| Vickerman Investment Advisors, Inc. | 0.08% | No change | 2,898 | $281K |
| Dogwood Wealth Management LLC | 0.14% | Reduce -41.0% | 2,723 | $264K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $263K |
| Bessemer Group Inc. | 0.00% | Reduce -88.9% | 2,700 | $262K |
| Trilogy Capital Inc. | 0.01% | Reduce -34.8% | 2,676 | $259K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $259K |
| Prosperity Financial Group, Inc. | 0.13% | Add +2.4% | 2,658 | $258K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.9% | 2,653 | $257K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -5.3% | 2,647 | $257K |
| Choreo, LLC | 0.00% | No change | 2,600 | $252K |
| Stonebrook Private Inc. | 0.07% | Add +0.0% | 2,574 | $249K |
| Francis Financial, Inc. | 0.06% | New | 2,570 | $249K |
| Elevate Wealth Advisory, Inc. | 0.19% | Reduce -0.2% | 2,560 | $248K |
| Evoke Wealth, LLC | 0.01% | No change | 2,551 | $247K |
| CRA Financial Services, LLC | 0.04% | No change | 2,485 | $241K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | No change | 2,466 | $239K |
| Brookstone Capital Management | 0.00% | No change | 2,417 | $234K |
| AQR Capital Management | 0.00% | New | 2,363 | $229K |
| Smartleaf Asset Management LLC | 0.02% | Add +6.3% | 2,324 | $226K |
| Landaas & Co. /Wi | 0.06% | New | 2,325 | $225K |
| Prosperitas Financial LLC | 0.11% | Reduce -4.2% | 2,301 | $223K |
| Fortitude Family Office, LLC | 0.08% | Add +127.5% | 2,275 | $221K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $221K |
| Atria Investments, Inc | 0.00% | No change | 2,275 | $221K |
| Arista Wealth Management, LLC | 0.05% | No change | 2,270 | $220K |
| Paul R. Ried Financial Group, LLC | 0.15% | — | 2,264 | $219K |
| PCG Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 2,252 | $218K |
| Creative Capital Management Investments LLC | 0.09% | No change | 2,185 | $212K |
| GEM Asset Management, LLC | 0.12% | Reduce -5.1% | 2,168 | $210K |
| Clarity Asset Management, Inc. | 0.14% | Add +0.5% | 2,160 | $209K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,145 | $208K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,134 | $207K |
| Factor Wealth Management LTD | 0.07% | — | 2,131 | $207K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,128 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,967 | $191K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,686 | $163K |
| Larson Financial Group LLC | 0.01% | New | 1,683 | $163K |
| Private Wealth Management Group, LLC | 0.06% | No change | 1,544 | $150K |
| LRI Investments, LLC | 0.01% | No change | 1,529 | $148K |
| REAP Financial Group, LLC | 0.04% | No change | 1,528 | $148K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +11.3% | 1,515 | $147K |
| AE Wealth Management LLC | 0.00% | New | 1,497 | $145K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,315 | $127K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $113K |
| Intelligent Financial Strategies | 0.06% | Reduce -4.2% | 1,153 | $112K |
| Principal Securities, Inc. | 0.00% | No change | 1,062 | $103K |
| Global Wealth Strategies & Associates | 0.03% | New | 996 | $97K |
| Spire Wealth Management | 0.00% | No change | 925 | $90K |
| Comerica Bank | 0.00% | Add +147.0% | 857 | $83K |
| Blue Trust, Inc. | 0.00% | Add +128.5% | 697 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +165.6% | 648 | $63K |
| Deutsche Bank AG | 0.00% | No change | 572 | $55K |
| Asset Dedication, LLC | 0.00% | Reduce -1.3% | 516 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | New | 500 | $49K |
| Sound Income Strategies, LLC | 0.00% | No change | 481 | $47K |
| Global Trust Asset Management, LLC | 0.02% | No change | 480 | $47K |
| Minot DeBlois Advisors LLC | 0.04% | — | 421 | $41K |
| National Bank of Canada | 0.00% | New | 279 | $27K |
| Nemes Rush Group LLC | 0.00% | New | 207 | $20K |
| Kings Path Partners LLC | 0.01% | No change | 205 | $20K |
| GeoWealth Management, LLC | 0.00% | New | 189 | $18K |
| Hurley Capital, LLC | 0.01% | — | 184 | $18K |
| US Bancorp \de | 0.00% | Reduce -5.2% | 183 | $18K |
| Tucker Asset Management LLC | 0.00% | New | 148 | $14K |
| Operose Advisors LLC | 0.00% | No change | 137 | $13K |
| CENTRAL TRUST Co | 0.00% | Reduce -54.8% | 131 | $13K |
| Citigroup Inc. | 0.00% | Add +304.0% | 101 | $10K |
| Transcendent Capital Group LLC | 0.01% | New | 100 | $10K |
| Rialto Wealth Management, LLC | 0.00% | — | 94 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 94 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $4K |
| Tidemark, LLC | 0.00% | No change | 41 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 40 | $4K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -72.6% | 23 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 11 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.8% | 11 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $970 |
| Addison Advisors LLC | 0.00% | No change | 7 | $705 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.5% | 7 | $679 |
| Empowered Funds, LLC | 0.00% | New | 6 | $582 |
"% 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.