Avantis U.S. Equity ETFAVUSETF
13F holders, Q1 2025 (March 31)447holders +17
40new positions
24sold out
3famous investors
$92.31avg. 13F price*
At the end of Q1 2025, 447 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 17 from Q4 2024. 40 opened new positions and 24 sold out. The largest holders were American Century Companies Inc. ($320.0M), Oak Root LLC ($281.7M) and Annex Advisory Services, LLC ($214.2M). 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 (Q1 2025)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $79.9M |
| Exits | 24 | $31.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,803,165 shares bought and 3,639,107 shares sold, net +3,164,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| American Century Companies Inc. | 0.20% | Add +7.3% | 3,463,839 | $320.0M |
| Oak Root LLC | 37.76% | Add +0.4% | 3,049,727 | $281.7M |
| Annex Advisory Services, LLC | 6.07% | Reduce -34.9% | 2,319,087 | $214.2M |
| LPL Financial LLC | 0.08% | Add +51.1% | 2,149,684 | $198.6M |
| Adero Partners, LLC | 10.03% | Add +5.9% | 1,659,169 | $153.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -5.2% | 1,638,123 | $151.3M |
| HighTower Advisors, LLC | 0.20% | Reduce -1.1% | 1,598,390 | $147.7M |
| Morgan Stanley | 0.01% | Reduce -5.1% | 1,181,716 | $109.2M |
| Traphagen Investment Advisors LLC | 11.38% | Add +1.0% | 1,180,542 | $109.1M |
| HB Wealth Management, LLC | 0.91% | Add +2108.4% | 1,174,242 | $108.5M |
| Creative Planning | 0.10% | Reduce -6.8% | 1,155,709 | $106.8M |
| Great Point Wealth Advisors, LLC | 22.73% | Add +0.0% | 1,136,946 | $105.0M |
| Waypoint Wealth Partners Inc. | 27.60% | Add +0.1% | 1,080,650 | $99.8M |
| Commonwealth Equity Services, LLC | 0.14% | Add +151.9% | 1,076,711 | $99.5M |
| Corient Private Wealth LP | 0.16% | Add +9.3% | 1,040,407 | $96.1M |
| Quantum Financial Advisors, LLC | 14.09% | Add +1.8% | 1,023,555 | $94.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -30.9% | 934,461 | $86.3M |
| RVW Wealth, LLC | 7.76% | Reduce -14.0% | 892,262 | $82.4M |
| Smith Anglin Financial, LLC | 8.64% | Add +0.2% | 883,173 | $81.6M |
| Modera Wealth Management, LLC | 1.09% | Add +5.1% | 872,492 | $80.6M |
| B&D White Capital Company, LLC | 11.87% | Add +44.1% | 871,830 | $80.5M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -2.9% | 749,717 | $69.3M |
| Cresset Asset Management, LLC | 0.35% | Add +22.6% | 747,979 | $69.1M |
| Bank of America Corp. | 0.01% | Add +25.9% | 706,489 | $65.3M |
| Full Sail Capital, LLC | 3.99% | Reduce -3.2% | 667,556 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Add +20.9% | 659,528 | $60.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +49.3% | 657,924 | $60.8M |
| BCR Wealth Strategies, LLC | 26.32% | Add +0.5% | 648,829 | $59.9M |
| Simplicity Wealth,LLC | 4.61% | New | 641,396 | $59.3M |
| SC&H Financial Advisors, Inc. | 11.59% | Add +3.3% | 637,576 | $58.9M |
| Werba Rubin Papier Wealth Management | 12.49% | Add +1.3% | 621,795 | $57.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -10.0% | 584,065 | $54.0M |
| Bridgewater Advisors Inc. | 4.51% | Add +11.8% | 573,707 | $52.1M |
| Bank of New York Mellon Corp | 0.01% | Add +12.9% | 539,378 | $49.8M |
| Park Avenue Securities LLC | 0.60% | Reduce -12.9% | 531,661 | $49.1M |
| Plancorp, LLC | 1.93% | Add +1.6% | 528,409 | $48.8M |
| WMG Financial Advisors, LLC | 19.21% | Add +5.4% | 488,965 | $45.2M |
| McGlone Suttner Wealth Management, Inc. | 7.22% | Add +1.5% | 476,382 | $44.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 464,612 | $42.9M |
| Accredited Investor Services, LLC | 35.61% | Add +2.9% | 461,385 | $42.6M |
| Mariner, LLC | 0.07% | Reduce -0.2% | 441,668 | $40.8M |
| Strategic Blueprint, LLC | 2.15% | Add +4.4% | 426,888 | $39.4M |
| Awm Capital, LLC | 4.49% | Reduce -1.2% | 416,254 | $38.5M |
| Red Lighthouse Investment Management, LLC | 15.60% | Add +0.8% | 427,809 | $38.3M |
| Waverly Advisors, LLC | 0.47% | Reduce -1.4% | 413,864 | $38.2M |
| Caliber Wealth Management, LLC / KS | 5.08% | — | 402,926 | $37.2M |
| Disciplina Capital Management LLC | 5.39% | Add +90.4% | 401,089 | $37.1M |
| Rockwood Wealth Management, LLC | 3.65% | Add +7.1% | 387,744 | $35.8M |
| WCG Wealth Advisors LLC | 2.62% | Add +3.1% | 373,629 | $34.5M |
| Focus Partners Wealth | 0.08% | Reduce -1.4% | 344,252 | $31.8M |
| BSW Wealth Partners | 4.81% | Reduce -1.1% | 342,647 | $31.7M |
| Continuum Wealth Advisors, LLC | 15.23% | Reduce -0.1% | 321,618 | $29.7M |
| Tortoise Investment Management, LLC | 3.07% | Add +6.3% | 319,361 | $29.5M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +14.5% | 311,309 | $28.8M |
| JRM Investment Counsel, LLC | 10.05% | Reduce -17.5% | 306,223 | $28.3M |
| World Investment Advisors | 0.72% | Add +10.1% | 300,727 | $27.8M |
| Ridgeline Wealth, LLC | 22.89% | Add +6.0% | 291,490 | $26.9M |
| Highland Financial Advisors, LLC | 9.40% | Add +4.0% | 284,491 | $26.3M |
| Raffa Wealth Management, LLC | 5.93% | Add +6.1% | 282,300 | $26.1M |
| Legacy Financial Group, Inc. | 8.36% | Add +8.9% | 281,866 | $26.0M |
| Mattern Wealth Management LLC | 5.73% | Add +63.2% | 280,397 | $25.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.1% | 279,434 | $25.8M |
| MML Investors Services, LLC | 0.08% | Reduce -11.9% | 267,073 | $24.7M |
| Leo Wealth, LLC | 3.54% | Reduce -39.9% | 266,731 | $24.6M |
| Arcadia Wealth Management, Inc. | 19.19% | Add +12.4% | 266,415 | $24.6M |
| Websterrogers Financial Advisors, LLC | 8.39% | Reduce -1.9% | 265,987 | $24.6M |
| WorthPointe, LLC | 10.96% | Reduce -1.1% | 259,978 | $24.0M |
| Bull Oak Capital, LLC | 12.62% | Reduce -2.7% | 250,554 | $23.1M |
| Geometric Wealth Advisors | 3.95% | Add +386.4% | 250,323 | $23.1M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 249,904 | $23.1M |
| Burton Enright Welch | 4.66% | Add +4.2% | 248,226 | $22.9M |
| Strategic Financial Concepts, LLC | 4.29% | Add +14.2% | 247,614 | $22.9M |
| Freedom Financial Partners LLC | 10.22% | Add +3.8% | 237,696 | $22.0M |
| Oak Wealth Advisors LLC | 16.00% | Add +18.7% | 234,041 | $21.6M |
| Tanager Wealth Management LLP | 2.80% | Reduce -44.1% | 232,800 | $21.5M |
| Glenview Trust Co | 0.42% | Add +7.9% | 231,815 | $21.4M |
| Signature Resources Capital Management, LLC | 18.14% | Add +1.7% | 228,239 | $21.1M |
| Divergent Planning, LLC | 6.79% | Add +1.4% | 218,852 | $20.5M |
| Trellis Wealth Advisors LLC | 9.85% | Reduce -2.8% | 219,789 | $20.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +5.3% | 215,682 | $19.8M |
| Buttonwood Financial Group, LLC | 11.36% | Add +6.0% | 225,949 | $19.4M |
| IHT Wealth Management, LLC | 0.57% | Reduce -13.6% | 197,761 | $18.3M |
| Passive Capital Management, LLC. | 5.62% | Reduce -2.4% | 192,225 | $17.8M |
| Cardiff Park Advisors, LLC | 1.69% | Add +0.9% | 189,471 | $17.5M |
| HTG Investment Advisors, Inc. | 7.09% | Add +10.3% | 184,099 | $17.0M |
| Apella Capital, LLC | 0.58% | Reduce -0.8% | 189,041 | $16.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.63% | Add +2.1% | 188,926 | $16.2M |
| Allworth Financial LP | 0.09% | Reduce -11.6% | 178,942 | $16.1M |
| REDW Wealth LLC | 5.99% | Reduce -4.6% | 174,083 | $16.1M |
| LexAurum Advisors, LLC | 3.00% | Add +18.8% | 168,194 | $15.5M |
| Acorn Financial Advisory Services Inc. | 2.81% | Reduce -10.4% | 168,154 | $15.5M |
| Parkworth Wealth Management, Inc. | 12.26% | Reduce -0.6% | 166,165 | $15.4M |
| Trace Wealth Advisors, LLC | 13.65% | Add +5.6% | 165,800 | $15.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 163,819 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Add +264.7% | 159,778 | $14.8M |
| Herold Advisors, Inc. | 3.22% | Add +8.1% | 158,711 | $14.7M |
| Trajan Wealth LLC | 0.79% | Add +1.8% | 157,232 | $14.5M |
| Zhang Financial LLC | 0.76% | Add +2.1% | 154,632 | $14.3M |
| Acropolis Investment Management, LLC | 0.85% | Add +4.0% | 154,225 | $14.2M |
| Sax Wealth Advisors, LLC | 1.00% | Add +3.9% | 151,357 | $14.0M |
| CVA Family Office, LLC | 2.09% | Add +2.6% | 147,411 | $13.6M |
| My Personal CFO, LLC | 6.46% | Add +2.1% | 138,761 | $12.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +26.6% | 137,241 | $12.7M |
| Grand Wealth Management, LLC | 6.53% | Add +55.3% | 128,671 | $11.9M |
| Arq Wealth Advisors, LLC | 4.40% | Reduce -0.5% | 128,330 | $11.9M |
| Planwiser Financial, LLC | 10.72% | — | 128,743 | $11.8M |
| Foundations Investment Advisors, LLC | 0.22% | Add +2.4% | 127,480 | $11.8M |
| McLean Asset Management Corp | 3.85% | Add +15.1% | 143,368 | $11.7M |
| FMB Wealth Management | 6.39% | Add +10.3% | 125,085 | $11.6M |
| Flagstone Financial Management | 3.69% | Add +2.6% | 123,924 | $11.4M |
| Orion Capital Management LLC | 4.67% | Add +8.2% | 119,923 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +9.8% | 118,507 | $10.9M |
| Kwmg, LLC | 1.10% | Add +1.2% | 116,584 | $10.8M |
| Clarity Capital Advisors, LLC | 6.68% | Add +0.4% | 110,176 | $10.2M |
| Fonville Wealth Management LLC | 2.96% | Add +15.4% | 109,887 | $10.1M |
| Symmetry Partners, LLC | 1.37% | Reduce -1.1% | 106,327 | $9.8M |
| Sage Rhino Capital LLC | 2.20% | Add +3.5% | 102,899 | $9.5M |
| Greenspring Advisors, LLC | 2.23% | Add +3.8% | 101,891 | $9.4M |
| Anderson Hoagland & Co. | 1.08% | Add +2.7% | 111,523 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +180.4% | 98,223 | $9.1M |
| Gateway Wealth Partners, LLC | 2.03% | Add +4.9% | 97,623 | $9.0M |
| Family Office Research LLC | 4.36% | Add +18.6% | 96,989 | $9.0M |
| Summit Wealth Partners, LLC | 1.81% | Add +2.9% | 96,696 | $8.9M |
| Annandale Capital, LLC | 1.65% | Add +0.1% | 95,051 | $8.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +0.6% | 91,882 | $8.5M |
| Echo Wealth Management, LLC | 5.60% | Add +1.7% | 89,725 | $8.3M |
| Northwest Wealth Management, LLC | 1.61% | Reduce -0.1% | 87,726 | $8.1M |
| UBS Group AG | 0.00% | Reduce -13.8% | 87,155 | $8.1M |
| CoreCap Advisors, LLC | 0.35% | Add +112.5% | 86,551 | $8.0M |
| Wedmont Private Capital | 0.41% | Add +0.0% | 91,607 | $8.0M |
| NewEdge Advisors, LLC | 0.05% | Add +74.3% | 86,142 | $8.0M |
| Perigon Wealth Management, LLC | 0.20% | Add +2.2% | 84,081 | $7.8M |
| LRI Investments, LLC | 0.75% | Add +5384.5% | 83,858 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +15.7% | 81,413 | $7.6M |
| Brio Consultants, LLC | 1.17% | Reduce -0.4% | 80,496 | $7.4M |
| Lakeridge Wealth Management LLC | 3.68% | Reduce -0.1% | 79,632 | $7.4M |
| Axxcess Wealth Management, LLC | 0.20% | Add +9.2% | 78,634 | $7.3M |
| Hutchens & Kramer Investment Management Group, LLC | 3.88% | Add +136.1% | 76,311 | $7.0M |
| Ehrlich Financial Group | 5.13% | Reduce -19.1% | 76,118 | $7.0M |
| Bayshore Asset Management, LLC | 3.44% | Reduce -0.7% | 74,845 | $6.9M |
| Endeavor Private Wealth, Inc. | 3.71% | Add +7.3% | 73,997 | $6.8M |
| Magnolia Private Wealth, LLC | 5.66% | Add +17.9% | 72,373 | $6.7M |
| Auxano Advisors, LLC | 1.77% | Reduce -2.2% | 72,110 | $6.7M |
| Townsquare Capital LLC | 0.07% | Add +34.0% | 71,574 | $6.6M |
| Parkshore Wealth Management, Inc. | 3.78% | Reduce -3.6% | 70,397 | $6.5M |
| Vannoy Advisory Group, Inc. | 4.80% | No change | 70,142 | $6.5M |
| SOL Capital Management CO | 0.71% | Add +26.2% | 70,136 | $6.5M |
| Holcombe Financial, Inc. | 5.26% | Add +5.7% | 68,517 | $6.3M |
| Meredith Wealth Planning | 2.74% | Reduce -0.2% | 67,178 | $6.2M |
| Callan Capital, LLC | 0.45% | Reduce -12.6% | 66,308 | $6.1M |
| Ariadne Wealth Management, LP | 3.18% | Reduce -1.7% | 65,644 | $6.1M |
| Cornerstone Wealth Management, LLC | 0.41% | Add +7.0% | 64,857 | $6.0M |
| Versant Capital Management, Inc | 1.00% | Reduce -0.4% | 64,816 | $6.0M |
| Summit X, LLC | 1.23% | Add +7.8% | 63,358 | $5.9M |
| MN Wealth Advisors, LLC | 3.36% | Add +11.9% | 61,884 | $5.7M |
| Integrity Investment Advisors, LLC | 5.21% | — | 61,724 | $5.7M |
| Bison Wealth, LLC | 0.52% | Reduce -1.1% | 59,805 | $5.5M |
| Austin Asset Management Co Inc | 1.19% | Reduce -0.1% | 58,638 | $5.4M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 57,082 | $5.3M |
| SFG Wealth Management, LLC. | 2.55% | Reduce -15.8% | 56,484 | $5.2M |
| Betterment LLC | 0.01% | Add +20.6% | 55,875 | $5.2M |
| Bannerman Wealth Management Group, LLC | 4.16% | Reduce -0.2% | 55,112 | $5.1M |
| Good Life Advisors, LLC | 0.35% | Add +3.4% | 54,527 | $5.0M |
| Morling Financial Advisors, LLC | 1.72% | Reduce -1.7% | 54,078 | $5.0M |
| Visionary Horizons, LLC | 3.49% | Reduce -1.3% | 53,614 | $5.0M |
| Financial Symmetry Inc | 2.98% | Reduce -1.0% | 52,427 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.36% | Reduce -47.4% | 52,404 | $4.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.4% | 51,712 | $4.8M |
| Cypress Point Wealth Management, LLC | 1.51% | Add +3.1% | 51,405 | $4.7M |
| Curio Wealth, LLC | 2.44% | Reduce -99.9% | 29 | $4.7M |
| Quarry Hill Advisors, LLC | 2.97% | Add +3.7% | 49,439 | $4.6M |
| Eaton-Cambridge Inc. | 1.94% | Add +311.2% | 48,884 | $4.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.07% | Reduce -5.3% | 48,864 | $4.5M |
| Fielder Capital Group LLC | 1.29% | Reduce -2.2% | 48,152 | $4.4M |
| Sollinda Capital Management LLC | 1.22% | Add +14.3% | 47,435 | $4.4M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -3.3% | 46,910 | $4.3M |
| Gradient Investments LLC | 0.08% | New | 45,383 | $4.2M |
| Seed Wealth Management, Inc. | 3.32% | Add +5.7% | 44,195 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -73.2% | 44,083 | $4.1M |
| Integrity Wealth Solutions LLC | 2.20% | Add +3.0% | 43,860 | $4.1M |
| Prosperity Planning, Inc. | 1.74% | Add +2.4% | 41,727 | $3.9M |
| Castle Wealth Management LLC | 1.51% | Add +0.6% | 41,678 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.2% | 40,751 | $3.8M |
| L & S Advisors Inc | 0.52% | Reduce -9.3% | 39,893 | $3.7M |
| CreativeOne Wealth, LLC | 0.10% | Add +18.2% | 36,802 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -20.1% | 36,592 | $3.4M |
| KWB Wealth | 0.41% | Reduce -3.3% | 34,654 | $3.4M |
| North Ridge Wealth Advisors, Inc. | 2.16% | No change | 34,955 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.9% | 34,801 | $3.2M |
| Sterneck Capital Management, LLC | 1.73% | Reduce -0.4% | 34,710 | $3.2M |
| Canvas Wealth Advisors, LLC | 0.81% | Reduce -11.1% | 36,549 | $3.2M |
| Triune Financial Partners, LLC | 0.99% | Add +0.3% | 33,914 | $3.1M |
| Fortis Group Advisors, LLC | 0.58% | Add +159.3% | 32,430 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | No change | 31,690 | $2.9M |
| Silver Oak Securities, Incorporated | 0.27% | Add +21.6% | 31,095 | $2.9M |
| Elevation Wealth Partners, LLC | 1.23% | New | 30,880 | $2.9M |
| Physician Wealth Solutions Inc. | 1.43% | Add +4.7% | 30,767 | $2.8M |
| Cwm, LLC | 0.01% | Add +1.2% | 30,626 | $2.8M |
| SageView Advisory Group, LLC | 0.12% | Add +0.8% | 30,418 | $2.8M |
| Silverlake Wealth Management LLC | 1.05% | Reduce -0.2% | 29,628 | $2.7M |
| Facet Wealth, Inc. | 0.07% | Reduce -8.5% | 29,171 | $2.7M |
| Truepoint, Inc. | 0.07% | Add +53.2% | 27,378 | $2.5M |
| Lion Street Advisors, LLC | 0.79% | Reduce -18.4% | 26,845 | $2.5M |
| Certified Advisory Corp | 0.28% | Reduce -4.5% | 26,760 | $2.5M |
| ARK & TLK Investments, LLC | 0.87% | Add +23.4% | 26,626 | $2.5M |
| Vicus Capital | 0.23% | Reduce -4.4% | 26,326 | $2.4M |
| Morris Financial Concepts, Inc. | 0.97% | Add +0.8% | 25,092 | $2.3M |
| Forum Financial Management, LP | 0.04% | New | 24,967 | $2.3M |
| Kestra Investment Management, LLC | 0.04% | Add +176.1% | 24,613 | $2.3M |
| Keb Asset Management, LLC | 0.65% | New | 24,579 | $2.3M |
| Earned Wealth Advisors, LLC | 0.49% | Add +18.4% | 24,173 | $2.2M |
| Fifth Third Securities, Inc. | 0.19% | Add +34.3% | 23,984 | $2.2M |
| True Wealth Design, LLC | 0.84% | Add +17.9% | 23,961 | $2.2M |
| Knightsbridge Asset Management, LLC | 0.54% | Reduce -56.9% | 22,309 | $2.1M |
| Voisard Asset Management Group, Inc. | 0.60% | Add +80.0% | 22,088 | $2.0M |
| Magnus Financial Group LLC | 0.20% | Reduce -3.0% | 21,905 | $2.0M |
| Tillman Hartley LLC | 0.59% | Reduce -6.6% | 21,862 | $2.0M |
| Sunpointe, LLC | 1.03% | No change | 20,985 | $1.9M |
| Clear Harbor Asset Management, LLC | 0.15% | Add +8.6% | 20,937 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.49% | Add +17.7% | 20,088 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.2% | 19,674 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +415.1% | 19,567 | $1.8M |
| Beacon Financial Group | 0.19% | Reduce -0.9% | 19,110 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,441 | $1.8M |
| Valued Wealth Advisors LLC | 1.04% | Add +29.1% | 18,751 | $1.7M |
| Riverchase Wealth Management, LLC | 1.21% | Add +22.7% | 18,726 | $1.7M |
| TFB Advisors LLC | 0.48% | Reduce -3.8% | 18,197 | $1.7M |
| Collective Family Office LLC | 0.42% | Reduce -14.4% | 16,847 | $1.6M |
| Trademark Financial Management, LLC | 1.14% | Reduce -35.3% | 16,165 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -31.8% | 15,900 | $1.5M |
| Cozad Asset Management Inc. | 0.15% | Add +5.2% | 15,787 | $1.5M |
| Pacific Asset Management, LLC | 1.30% | Add +0.7% | 15,669 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.2% | 15,381 | $1.4M |
| Nwam LLC | 0.12% | Reduce -2.8% | 15,325 | $1.4M |
| Waterfront Wealth Inc. | 0.34% | Add +3.4% | 15,007 | $1.4M |
| M Wealth Management, LLC | 1.29% | Reduce -6.8% | 14,966 | $1.4M |
| Cloud Capital Management, LLC | 0.96% | — | 14,649 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | Add +3.3% | 14,567 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 14,423 | $1.3M |
| XY Planning Network, Inc. | 0.88% | Reduce -2.5% | 14,302 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.70% | Add +0.3% | 13,924 | $1.3M |
| Atlas Wealth LLC | 0.70% | No change | 13,907 | $1.3M |
| Correct Capital Wealth Management | 0.25% | Add +4.9% | 13,770 | $1.3M |
| Atala Financial Inc | 0.92% | Reduce -4.2% | 13,650 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -6.1% | 13,629 | $1.3M |
| Modern Wealth Management, LLC | 0.04% | Add +42.5% | 13,581 | $1.3M |
| Burk Holdings LLC | 0.92% | Add +16.1% | 13,201 | $1.2M |
| Ruedi Wealth Management, Inc. | 0.38% | Reduce -20.6% | 13,053 | $1.2M |
| CGN Advisors LLC | 0.11% | Add +7.0% | 12,530 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -14.7% | 12,522 | $1.2M |
| Life Planning Partners, Inc | 1.03% | Add +24.9% | 12,294 | $1.1M |
| Wealth Management Partners, LLC | 0.52% | Reduce -20.7% | 12,264 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +6.7% | 12,100 | $1.1M |
| AGH Wealth Advisors, LLC | 1.07% | Add +1.2% | 12,055 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.8% | 11,957 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.54% | No change | 11,888 | $1.1M |
| Citizens & Northern Corp. | 0.31% | No change | 11,823 | $1.1M |
| Parcion Private Wealth LLC | 0.09% | No change | 11,602 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +0.0% | 11,137 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +35.5% | 11,134 | $1.0M |
| Avant Financial Advisors LLC | 0.92% | Add +3.7% | 11,027 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.3% | 10,893 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.34% | Reduce -5.9% | 10,702 | $988K |
| Savant Capital, LLC | 0.01% | Reduce -0.8% | 10,635 | $982K |
| Lam Group, Inc. | 0.71% | Add +0.5% | 10,480 | $968K |
| Tanglewood Legacy Advisors, LLC | 0.42% | Reduce -26.3% | 10,266 | $948K |
| Aurelius Family Office LLC | 0.48% | Reduce -0.1% | 10,174 | $940K |
| Prospect Financial Group LLC | 1.18% | Reduce -6.4% | 9,974 | $921K |
| FAS Wealth Partners, Inc. | 0.07% | Add +233.2% | 9,958 | $920K |
| Evanson Asset Management, LLC | 0.06% | Reduce -4.1% | 9,917 | $916K |
| Willow Creek Wealth Management Inc. | 0.09% | Add +29.6% | 9,893 | $914K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +9.1% | 9,720 | $898K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $873K |
| Cornerstone Capital, Inc. | 0.09% | No change | 9,380 | $867K |
| Private Trust Co. NA | 0.09% | Reduce -12.9% | 9,187 | $849K |
| Citadel Advisors | 0.00% | Reduce -14.3% | 9,166 | $847K |
| Elevate Wealth Advisory, Inc. | 0.59% | Add +254.4% | 9,073 | $838K |
| Baird Financial Group, Inc. | 0.00% | Add +20.5% | 9,000 | $831K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.47% | New | 8,958 | $828K |
| Pine Harbor Wealth Management, LLC | 0.33% | No change | 8,891 | $821K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 8,821 | $815K |
| Signet Financial Management, LLC | 0.11% | Reduce -10.9% | 8,719 | $805K |
| Aprio Wealth Management, LLC | 0.10% | Add +0.5% | 8,591 | $794K |
| PrairieView Partners, LLC | 0.08% | Reduce -0.4% | 8,501 | $785K |
| Hardin Capital Partners, LLC | 0.47% | Add +0.4% | 8,361 | $772K |
| Wealth Management Nebraska | 0.12% | New | 8,231 | $760K |
| North Capital, Inc. | 0.69% | — | 7,868 | $727K |
| RAM Investment Partners, LLC | 0.18% | Add +23.9% | 7,865 | $727K |
| Monument Group Wealth Advisors, LLC | 0.50% | No change | 7,786 | $719K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.0% | 7,739 | $715K |
| Equitable Holdings, Inc. | 0.01% | Add +11.2% | 7,499 | $693K |
| RCS Financial Planning, LLC | 0.36% | New | 7,451 | $688K |
| Jones Financial Companies LLLP | 0.00% | Add +3.0% | 7,411 | $681K |
| DBK Financial Counsel, LLC | 0.68% | No change | 7,367 | $681K |
| Angeles Wealth Management, LLC | 0.06% | Reduce -37.3% | 7,271 | $672K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.0% | 7,256 | $670K |
| Paragon Advisors, LLC | 0.25% | Reduce -22.4% | 7,164 | $662K |
| Sunbelt Securities, Inc. | 0.06% | Add +0.2% | 6,969 | $644K |
| Brighton Jones LLC | 0.02% | Add +0.5% | 6,945 | $642K |
| Oakwell Private Wealth Management, LLC | 0.18% | No change | 6,929 | $640K |
| Jordan Park Group LLC | 0.05% | No change | 6,898 | $637K |
| Brown Advisory Inc. | 0.00% | No change | 6,554 | $605K |
| First Trust Advisors LP | 0.00% | New | 6,426 | $594K |
| Ieq Capital, LLC | 0.00% | Add +35.0% | 6,388 | $590K |
| Curi Capital, LLC | 0.01% | Add +6.0% | 6,338 | $586K |
| Poinciana Advisors Group, LLC | 0.60% | Reduce -0.8% | 6,282 | $580K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.1% | 6,436 | $580K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -47.4% | 6,219 | $575K |
| Compound Planning, Inc. | 0.03% | No change | 6,000 | $554K |
| Diversified Portfolios, Inc. | 0.06% | No change | 5,805 | $536K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -0.7% | 5,723 | $529K |
| Squire Investment Management Company, LLC | 0.22% | Reduce -11.4% | 5,603 | $518K |
| Heritage Financial Services, LLC | 0.05% | No change | 5,573 | $515K |
| Avestar Capital, LLC | 0.05% | Reduce -39.7% | 5,535 | $511K |
| L.K. Benson & Company, P.C. | 0.35% | Add +0.3% | 5,483 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 5,412 | $500K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -25.6% | 5,316 | $491K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -25.6% | 5,316 | $491K |
| Oceanside Advisors LLC | 0.34% | Add +0.8% | 5,155 | $476K |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 5,129 | $474K |
| Yardley Wealth Management LLC | 0.28% | No change | 5,123 | $473K |
| William Mack & Associates, Inc. | 0.40% | New | 5,013 | $463K |
| Tranquility Partners, LLC | 0.18% | Add +0.2% | 4,936 | $456K |
| Alpha Financial Advisors, LLC | 0.20% | No change | 4,929 | $455K |
| SJS Investment Consulting Inc. | 0.08% | Reduce -56.4% | 4,897 | $452K |
| Savvy Advisors, Inc. | 0.05% | Add +55.6% | 4,886 | $451K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 4,885 | $451K |
| McMill Wealth Management | 0.16% | New | 4,819 | $445K |
| Jackson Thornton Wealth Management, LLC | 0.06% | No change | 4,851 | $420K |
| Aspiriant, LLC | 0.01% | New | 4,493 | $415K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,436 | $410K |
| &partners | 0.00% | New | 4,329 | $398K |
| Clarity Asset Management, Inc. | 0.25% | Add +96.5% | 4,245 | $392K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | New | 4,229 | $391K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -47.0% | 4,045 | $388K |
| Commerce Bank | 0.00% | No change | 4,150 | $383K |
| WESPAC Advisors SoCal, LLC | 0.10% | Reduce -19.0% | 4,114 | $380K |
| Sigma Planning Corp | 0.01% | Add +5.0% | 3,956 | $365K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.9% | 3,917 | $362K |
| Intelligence Driven Advisers, LLC | 0.07% | No change | 3,752 | $347K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.5% | 3,717 | $343K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.3% | 3,711 | $343K |
| International Assets Investment Management, LLC | 0.03% | Add +9.4% | 3,609 | $333K |
| Arista Wealth Management, LLC | 0.08% | Add +58.4% | 3,596 | $332K |
| MeadowBrook Investment Advisors LLC | 0.31% | No change | 3,530 | $326K |
| Financial Partners Group, Inc | 0.05% | Reduce -0.1% | 3,522 | $325K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.0% | 3,484 | $322K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -82.3% | 3,410 | $315K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -5.5% | 3,407 | $315K |
| Procyon Advisors, LLC | 0.02% | Reduce -6.1% | 3,391 | $313K |
| Winebrenner Capital Management LLC | 0.28% | New | 3,377 | $312K |
| Two Sigma Securities, LLC | 0.05% | New | 3,320 | $307K |
| Harbour Investments, Inc. | 0.01% | No change | 3,282 | $303K |
| Balance Wealth Partners LLC | 0.20% | — | 3,262 | $301K |
| Midwest Heritage Bank, FSB | 0.12% | Add +0.3% | 3,196 | $295K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $290K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 3,132 | $289K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $283K |
| Evoke Wealth, LLC | 0.01% | Add +20.1% | 3,064 | $283K |
| Lauterbach Financial Advisors, LLC | 0.17% | Add +0.2% | 3,025 | $279K |
| Leigh Baldwin & Co., LLC | 0.22% | New | 3,018 | $279K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,911 | $269K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 2,898 | $268K |
| Dogwood Wealth Management LLC | 0.14% | Add +2.9% | 2,801 | $259K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $251K |
| Sowell Financial Services LLC | 0.01% | New | 2,689 | $248K |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 2,688 | $248K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $247K |
| NorthRock Partners, LLC | 0.01% | No change | 2,653 | $245K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -0.0% | 2,646 | $244K |
| RPS Advisory Solutions LLC | 0.17% | New | 2,639 | $244K |
| Choreo, LLC | 0.00% | No change | 2,600 | $240K |
| Stonebrook Private Inc. | 0.06% | Reduce -0.0% | 2,573 | $238K |
| CRA Financial Services, LLC | 0.04% | No change | 2,485 | $230K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | No change | 2,466 | $228K |
| Pinnacle Bancorp, Inc. | 0.07% | New | 2,450 | $226K |
| Prosperity Financial Group, Inc. | 0.11% | Reduce -9.1% | 2,415 | $223K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,354 | $217K |
| AQR Capital Management | 0.00% | Reduce -0.8% | 2,345 | $217K |
| PCG Wealth Advisors, LLC | 0.08% | Add +3.6% | 2,333 | $216K |
| Trilogy Capital Inc. | 0.01% | Reduce -13.5% | 2,315 | $214K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,324 | $214K |
| Haven Private, LLC | 0.12% | New | 2,301 | $213K |
| Prosperitas Financial LLC | 0.11% | No change | 2,301 | $213K |
| Atria Investments, Inc | 0.00% | Add +0.8% | 2,292 | $212K |
| Abel Hall, LLC | 0.13% | New | 2,284 | $211K |
| Fortitude Family Office, LLC | 0.08% | No change | 2,275 | $210K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $210K |
| Clark Asset Management, LLC | 0.04% | New | 2,273 | $210K |
| Linscomb Wealth, Inc. | 0.01% | New | 2,239 | $207K |
| Creative Capital Management Investments LLC | 0.08% | No change | 2,185 | $202K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,145 | $198K |
| Private Wealth Asset Management, LLC | 0.03% | — | 1,954 | $181K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,686 | $156K |
| Larson Financial Group LLC | 0.01% | Reduce -0.4% | 1,676 | $155K |
| AE Wealth Management LLC | 0.00% | Add +9.8% | 1,643 | $152K |
| Private Wealth Management Group, LLC | 0.05% | Add +1.9% | 1,573 | $145K |
| REAP Financial Group, LLC | 0.04% | No change | 1,528 | $141K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,376 | $127K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,315 | $121K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $108K |
| Mattson Financial Services, LLC | 0.03% | New | 1,157 | $107K |
| Intelligent Financial Strategies | 0.05% | Reduce -3.0% | 1,118 | $103K |
| Principal Securities, Inc. | 0.00% | No change | 1,062 | $103K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,100 | $102K |
| Global Wealth Strategies & Associates | 0.03% | No change | 996 | $92K |
| Spire Wealth Management | 0.00% | No change | 925 | $85K |
| Frazier Financial Advisors, LLC | 0.06% | New | 859 | $79K |
| Comerica Bank | 0.00% | No change | 857 | $79K |
| Qube Research & Technologies Ltd | 0.00% | New | 820 | $76K |
| Asset Dedication, LLC | 0.00% | Reduce -2.3% | 504 | $47K |
| BlackRock, Inc. | 0.00% | New | 495 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 481 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 500 | $41K |
| Minot DeBlois Advisors LLC | 0.04% | No change | 421 | $39K |
| FMR LLC | 0.00% | New | 350 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -57.4% | 297 | $27K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 292 | $27K |
| National Bank of Canada | 0.00% | No change | 279 | $26K |
| Assetmark, Inc. | 0.00% | New | 268 | $25K |
| Nemes Rush Group LLC | 0.00% | No change | 207 | $19K |
| IFP Advisors, Inc | 0.00% | New | 204 | $19K |
| Kings Path Partners LLC | 0.01% | Reduce -4.4% | 196 | $18K |
| GeoWealth Management, LLC | 0.00% | No change | 189 | $17K |
| Hurley Capital, LLC | 0.01% | No change | 184 | $17K |
| US Bancorp \de | 0.00% | No change | 183 | $17K |
| Parkside Financial Bank & Trust | 0.00% | New | 157 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.1% | 150 | $14K |
| Operose Advisors LLC | 0.00% | No change | 137 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 131 | $12K |
| Citigroup Inc. | 0.00% | Reduce -5.0% | 96 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 94 | $9K |
| Park Square Financial Group, LLC | 0.01% | Reduce -10.6% | 84 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $4K |
| Tidemark, LLC | 0.00% | No change | 41 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -93.8% | 30 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +17.4% | 27 | $2K |
| Key Financial Inc | 0.00% | No change | 26 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 12 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 11 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 8 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $924 |
| Addison Advisors LLC | 0.00% | No change | 7 | $674 |
| Russell Investments Group, Ltd. | 0.00% | No change | 7 | $647 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -100.0% | 1 | $92 |
"% 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.