Avantis U.S. Equity ETFAVUSETF
13F holders, Q2 2025 (June 30)475holders +28
44new positions
20sold out
4famous investors
$100.88avg. 13F price*
At the end of Q2 2025, 475 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 28 from Q1 2025. 44 opened new positions and 20 sold out. The largest holders were HB Wealth Management, LLC ($376.6M), American Century Companies Inc. ($350.3M) and Oak Root LLC ($305.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $71.1M |
| Exits | 20 | $23.4M |
All 13F filers, Q1 2025 → Q2 2025: 9,042,264 shares bought and 4,139,875 shares sold, net +4,902,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 475 holders
| HB Wealth Management, LLC | 3.01% | Add +218.1% | 3,735,407 | $376.6M |
| American Century Companies Inc. | 0.19% | Add +0.3% | 3,474,063 | $350.3M |
| Oak Root LLC | 37.87% | Reduce -0.6% | 3,032,705 | $305.8M |
| Annex Advisory Services, LLC | 6.28% | Add +11.5% | 2,585,372 | $260.7M |
| LPL Financial LLC | 0.08% | Add +3.8% | 2,230,883 | $224.9M |
| Maseco LLP | 8.02% | — | 2,093,479 | $211.0M |
| Focus Partners Wealth | 0.42% | Add +460.2% | 1,928,514 | $194.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.2% | 1,674,852 | $168.9M |
| HighTower Advisors, LLC | 0.21% | Add +2.5% | 1,637,938 | $165.1M |
| Simplicity Wealth,LLC | 5.70% | Add +111.9% | 1,359,030 | $137.0M |
| Traphagen Investment Advisors LLC | 11.60% | Add +2.9% | 1,215,138 | $122.5M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 1,149,499 | $115.9M |
| Commonwealth Equity Services, LLC | 0.15% | Add +3.3% | 1,112,693 | $112.2M |
| Quantum Financial Advisors, LLC | 15.13% | Add +8.3% | 1,108,916 | $111.8M |
| Creative Planning | 0.09% | Reduce -6.7% | 1,078,562 | $108.7M |
| Waypoint Wealth Partners Inc. | 25.96% | Reduce -2.0% | 1,059,366 | $106.8M |
| Corient Private Wealth LP | 0.14% | Reduce -0.0% | 1,039,992 | $104.9M |
| Modera Wealth Management, LLC | 1.27% | Add +16.5% | 1,016,141 | $102.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.1% | 963,621 | $97.2M |
| RVW Wealth, LLC | 7.12% | Reduce -6.8% | 831,705 | $83.9M |
| SC&H Financial Advisors, Inc. | 11.63% | Add +6.0% | 675,484 | $68.1M |
| BCR Wealth Strategies, LLC | 26.13% | Add +3.2% | 669,524 | $67.5M |
| Raymond James Financial Inc. | 0.02% | Add +0.4% | 661,964 | $66.7M |
| Full Sail Capital, LLC | 3.85% | Reduce -0.8% | 661,941 | $66.7M |
| Werba Rubin Papier Wealth Management | 12.35% | Add +4.8% | 651,767 | $65.7M |
| Bridgewater Advisors Inc. | 4.71% | Add +3.9% | 596,319 | $61.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.0% | 601,310 | $61.7M |
| Park Avenue Securities LLC | 0.55% | Add +12.4% | 597,681 | $60.3M |
| Rockwood Wealth Management, LLC | 5.28% | Add +53.6% | 595,701 | $60.1M |
| Cresset Asset Management, LLC | 0.30% | Reduce -21.2% | 589,603 | $59.4M |
| OneDigital Investment Advisors LLC | 0.65% | Reduce -22.6% | 580,538 | $58.5M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 574,539 | $57.9M |
| Plancorp, LLC | 1.85% | Add +0.3% | 530,115 | $53.4M |
| WMG Financial Advisors, LLC | 18.97% | Add +4.0% | 508,378 | $51.3M |
| McGlone Suttner Wealth Management, Inc. | 7.52% | Add +3.7% | 494,121 | $49.8M |
| Accredited Investor Services, LLC | 36.11% | Add +2.7% | 473,857 | $47.8M |
| Leo Wealth, LLC | 3.65% | Add +74.4% | 465,124 | $46.9M |
| Bank of America Corp. | 0.00% | Reduce -34.3% | 463,863 | $46.8M |
| Strategic Blueprint, LLC | 2.29% | Add +8.5% | 463,135 | $46.7M |
| Caliber Wealth Management, LLC / KS | 4.99% | Add +14.2% | 460,285 | $46.4M |
| Awm Capital, LLC | 4.53% | Add +2.7% | 427,341 | $43.1M |
| Red Lighthouse Investment Management, LLC | 16.41% | Reduce -0.4% | 426,097 | $43.0M |
| WCG Wealth Advisors LLC | 2.66% | Add +9.3% | 408,323 | $41.2M |
| Waverly Advisors, LLC | 0.45% | Reduce -1.8% | 406,416 | $41.0M |
| Disciplina Capital Management LLC | 5.15% | Add +0.8% | 404,131 | $40.7M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -38.7% | 403,295 | $40.7M |
| Geometric Wealth Advisors | 5.84% | Add +54.8% | 387,561 | $39.1M |
| World Investment Advisors | 0.84% | Add +21.7% | 366,093 | $36.9M |
| BSW Wealth Partners | 5.06% | Add +6.8% | 365,900 | $36.9M |
| B&D White Capital Company, LLC | 5.58% | Reduce -58.3% | 363,535 | $36.7M |
| Raffa Wealth Management, LLC | 7.14% | Add +25.4% | 354,114 | $35.7M |
| Mattern Wealth Management LLC | 7.30% | Add +24.1% | 348,017 | $35.1M |
| Tortoise Investment Management, LLC | 3.30% | Add +7.3% | 342,698 | $34.6M |
| Mariner, LLC | 0.05% | Reduce -24.3% | 334,251 | $33.7M |
| JRM Investment Counsel, LLC | 10.63% | Add +6.0% | 324,632 | $32.7M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Reduce -0.7% | 309,020 | $31.2M |
| Legacy Financial Group, Inc. | 9.17% | Add +9.2% | 307,815 | $31.0M |
| Highland Financial Advisors, LLC | 9.58% | Add +4.0% | 295,952 | $29.8M |
| Arcadia Wealth Management, Inc. | 20.32% | Add +11.0% | 295,806 | $29.8M |
| MML Investors Services, LLC | 0.08% | Add +8.5% | 289,717 | $29.2M |
| Strategic Financial Concepts, LLC | 3.74% | Add +6.5% | 263,783 | $26.6M |
| Websterrogers Financial Advisors, LLC | 8.41% | Reduce -1.4% | 262,369 | $26.5M |
| Continuum Wealth Advisors, LLC | 12.64% | Reduce -18.8% | 261,110 | $26.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -8.0% | 257,138 | $25.9M |
| WorthPointe, LLC | 10.90% | Reduce -1.1% | 257,110 | $25.9M |
| Burton Enright Welch | 4.43% | Add +2.0% | 253,280 | $25.5M |
| Freedom Financial Partners LLC | 10.57% | Add +4.7% | 248,783 | $25.1M |
| Signature Resources Capital Management, LLC | 15.00% | Add +7.3% | 244,883 | $24.7M |
| Buttonwood Financial Group, LLC | 11.93% | Add +2.3% | 231,110 | $23.5M |
| Glenview Trust Co | 0.40% | Reduce -0.0% | 231,732 | $23.4M |
| Divergent Planning, LLC | 6.89% | Add +5.2% | 230,313 | $23.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +2.2% | 220,386 | $22.9M |
| Trellis Wealth Advisors LLC | 9.63% | Reduce -0.1% | 219,521 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.0% | 213,943 | $21.6M |
| LexAurum Advisors, LLC | 3.36% | Add +24.8% | 209,927 | $21.2M |
| Oak Wealth Advisors LLC | 13.41% | Reduce -11.4% | 207,329 | $20.9M |
| HTG Investment Advisors, Inc. | 7.75% | Add +12.2% | 206,552 | $20.8M |
| Tanager Wealth Management LLP | 2.39% | Reduce -13.5% | 201,366 | $20.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.87% | Add +4.2% | 196,863 | $19.8M |
| Passive Capital Management, LLC. | 6.08% | Add +0.4% | 192,937 | $19.5M |
| Cardiff Park Advisors, LLC | 1.56% | Reduce -5.3% | 179,529 | $18.1M |
| Vestmark Advisory Solutions, Inc. | 0.26% | New | 175,871 | $17.7M |
| REDW Wealth LLC | 7.03% | Add +0.8% | 175,387 | $17.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +27.2% | 174,605 | $17.6M |
| Allworth Financial LP | 0.08% | Reduce -2.5% | 174,479 | $17.6M |
| Apella Capital, LLC | 0.47% | Reduce -9.6% | 170,903 | $17.4M |
| Parkworth Wealth Management, Inc. | 12.46% | Add +3.0% | 171,198 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 168,592 | $17.0M |
| Acorn Financial Advisory Services Inc. | 2.71% | Reduce -2.5% | 163,881 | $16.5M |
| Trajan Wealth LLC | 0.80% | Add +3.6% | 162,919 | $16.4M |
| Trace Wealth Advisors, LLC | 13.24% | Reduce -3.0% | 160,770 | $16.2M |
| Herold Advisors, Inc. | 3.36% | Add +0.3% | 159,120 | $16.0M |
| Acropolis Investment Management, LLC | 0.87% | Add +2.4% | 157,846 | $15.9M |
| McLean Asset Management Corp | 4.07% | Add +6.3% | 152,343 | $15.5M |
| Wells Fargo & Company | 0.00% | Reduce -39.1% | 152,260 | $15.4M |
| IHT Wealth Management, LLC | 0.42% | Reduce -23.8% | 150,695 | $15.2M |
| CVA Family Office, LLC | 2.13% | Add +2.1% | 150,501 | $15.2M |
| Zhang Financial LLC | 0.70% | Reduce -3.1% | 149,826 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.2% | 140,243 | $14.1M |
| FMB Wealth Management | 6.72% | Add +11.9% | 139,948 | $14.1M |
| Sax Wealth Advisors, LLC | 0.85% | Reduce -7.8% | 139,564 | $14.1M |
| My Personal CFO, LLC | 6.37% | Add +0.1% | 138,935 | $14.0M |
| Hutchens & Kramer Investment Management Group, LLC | 6.39% | Add +80.5% | 137,710 | $13.9M |
| Accredited Wealth Management, LLC | 11.27% | New | 137,900 | $13.9M |
| Grand Wealth Management, LLC | 7.08% | Add +6.1% | 136,495 | $13.8M |
| Foundations Investment Advisors, LLC | 0.21% | Add +4.0% | 132,545 | $13.4M |
| Flagstone Financial Management | 3.79% | Add +5.8% | 131,134 | $13.2M |
| Orion Capital Management LLC | 4.83% | Add +4.8% | 125,714 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 123,059 | $12.4M |
| Planwiser Financial, LLC | 10.22% | Reduce -10.6% | 115,043 | $12.0M |
| Kwmg, LLC | 1.12% | Add +1.7% | 118,577 | $12.0M |
| Arq Wealth Advisors, LLC | 4.07% | No change | 128,330 | $11.9M |
| Fonville Wealth Management LLC | 2.96% | Add +5.4% | 115,849 | $11.7M |
| Smith Anglin Financial, LLC | 1.05% | Reduce -87.0% | 114,933 | $11.6M |
| Bull Oak Capital, LLC | 5.21% | Reduce -54.7% | 113,462 | $11.4M |
| Clarity Capital Advisors, LLC | 6.67% | Add +2.9% | 113,350 | $11.4M |
| Family Office Research LLC | 5.39% | Add +16.6% | 113,087 | $11.4M |
| Anderson Hoagland & Co. | 1.09% | Add +1.4% | 113,037 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +36.4% | 111,019 | $11.2M |
| SJS Investment Consulting Inc. | 1.77% | Add +2162.7% | 110,802 | $11.2M |
| Gateway Wealth Partners, LLC | 2.09% | Add +11.9% | 109,233 | $11.0M |
| CoreCap Advisors, LLC | 0.42% | Add +20.8% | 104,568 | $10.5M |
| Two Sigma Investments, LP | 0.02% | New | 97,500 | $9.8M |
| Gradient Investments LLC | 0.18% | Add +112.2% | 96,304 | $9.7M |
| Annandale Capital, LLC | 1.77% | Add +0.2% | 95,231 | $9.6M |
| Magnolia Private Wealth, LLC | 7.38% | Add +30.6% | 94,494 | $9.5M |
| Echo Wealth Management, LLC | 5.78% | Add +4.3% | 93,623 | $9.4M |
| Wedmont Private Capital | 0.40% | Add +0.0% | 91,640 | $9.4M |
| Parkshore Wealth Management, Inc. | 4.46% | Add +28.7% | 90,592 | $9.1M |
| Outbound Financial Inc | 8.18% | — | 88,794 | $9.0M |
| Lantern Wealth Advisors, LLC | 5.33% | — | 88,731 | $8.9M |
| Axxcess Wealth Management, LLC | 0.21% | Add +11.4% | 87,565 | $8.8M |
| Northwest Wealth Management, LLC | 1.57% | Reduce -1.9% | 86,069 | $8.7M |
| Endeavor Private Wealth, Inc. | 4.08% | Add +15.7% | 85,583 | $8.6M |
| SOL Capital Management CO | 0.83% | Add +20.4% | 84,442 | $8.5M |
| Sage Rhino Capital LLC | 1.78% | Reduce -18.7% | 83,621 | $8.4M |
| Meredith Wealth Planning | 3.03% | Add +23.0% | 82,657 | $8.3M |
| Townsquare Capital LLC | 0.81% | Add +14.9% | 82,215 | $8.3M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -3.0% | 81,585 | $8.2M |
| Lakeridge Wealth Management LLC | 3.75% | Add +1.6% | 80,910 | $8.2M |
| LRI Investments, LLC | 0.69% | Reduce -3.5% | 80,884 | $8.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -8.0% | 79,298 | $8.0M |
| Financial Symmetry Inc | 4.02% | Add +47.3% | 77,218 | $7.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -16.7% | 76,574 | $7.7M |
| UBS Group AG | 0.00% | Reduce -13.4% | 75,433 | $7.6M |
| Symmetry Partners, LLC | 0.92% | Reduce -30.3% | 74,074 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +14.2% | 74,058 | $7.5M |
| Bayshore Asset Management, LLC | 3.32% | Reduce -3.8% | 72,033 | $7.3M |
| Ausdal Financial Partners, Inc. | 0.48% | Add +35.2% | 70,838 | $7.1M |
| Vannoy Advisory Group, Inc. | 4.89% | No change | 70,142 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Add +71.1% | 69,743 | $7.0M |
| Auxano Advisors, LLC | 1.63% | Reduce -4.0% | 69,239 | $7.0M |
| Brio Consultants, LLC | 1.01% | Reduce -15.1% | 68,359 | $6.9M |
| Curio Wealth, LLC | 3.01% | Add +234948.3% | 68,164 | $6.9M |
| Ariadne Wealth Management, LP | 3.23% | Reduce -2.6% | 63,935 | $6.8M |
| AlphaCore Capital LLC | 0.25% | Add +544575.0% | 65,361 | $6.6M |
| Versant Capital Management, Inc | 0.99% | Reduce -0.1% | 64,774 | $6.5M |
| Summit X, LLC | 1.18% | Reduce -0.7% | 62,905 | $6.3M |
| MN Wealth Advisors, LLC | 3.63% | Reduce -0.1% | 61,820 | $6.2M |
| Integrity Investment Advisors, LLC | 4.75% | Reduce -0.8% | 61,264 | $6.2M |
| Ehrlich Financial Group | 3.99% | Reduce -19.7% | 61,155 | $6.2M |
| Betterment LLC | 0.01% | Add +8.5% | 60,610 | $6.1M |
| Cloud Capital Management, LLC | 3.69% | Add +292.5% | 57,492 | $5.9M |
| Good Life Advisors, LLC | 0.37% | Add +7.6% | 58,662 | $5.9M |
| Quarry Hill Advisors, LLC | 3.38% | Add +16.5% | 57,582 | $5.8M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.3% | 57,260 | $5.8M |
| Sollinda Capital Management LLC | 1.50% | Add +20.4% | 57,121 | $5.8M |
| Bison Wealth, LLC | 0.45% | Reduce -5.9% | 56,267 | $5.7M |
| VestGen Advisors, LLC | 0.23% | New | 56,208 | $5.7M |
| Visionary Horizons, LLC | 3.56% | Add +4.1% | 55,822 | $5.6M |
| Morling Financial Advisors, LLC | 1.82% | Add +1.8% | 55,031 | $5.5M |
| Cypress Point Wealth Management, LLC | 1.32% | Add +4.8% | 53,887 | $5.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.4% | 53,483 | $5.4M |
| Ridgeline Wealth, LLC | 4.22% | Reduce -82.4% | 51,292 | $5.2M |
| Summit Wealth Partners, LLC | 0.98% | Reduce -47.2% | 51,022 | $5.1M |
| Eaton-Cambridge Inc. | 1.94% | Add +4.0% | 50,865 | $5.1M |
| Gotham Asset Management | 0.03% | New | 50,500 | $5.1M |
| Bannerman Wealth Management Group, LLC | 3.77% | Reduce -11.7% | 48,671 | $4.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.10% | Reduce -1.7% | 48,044 | $4.8M |
| Farther Finance Advisors, LLC | 0.10% | Add +1.2% | 47,465 | $4.8M |
| Certified Advisory Corp | 0.48% | Add +72.5% | 46,151 | $4.7M |
| True Wealth Design, LLC | 1.62% | Add +90.0% | 45,514 | $4.6M |
| Prosperity Planning, Inc. | 1.85% | Add +8.9% | 45,461 | $4.6M |
| Forum Financial Management, LP | 0.07% | Add +76.7% | 44,116 | $4.4M |
| Holcombe Financial, Inc. | 3.33% | Reduce -35.9% | 43,903 | $4.4M |
| L & S Advisors Inc | 0.50% | Add +9.5% | 43,673 | $4.4M |
| BLVD Private Wealth, LLC | 4.15% | — | 43,635 | $4.4M |
| Fielder Capital Group LLC | 1.17% | Reduce -9.5% | 43,587 | $4.4M |
| North Ridge Wealth Advisors, Inc. | 2.69% | Add +24.0% | 43,359 | $4.4M |
| Integrity Wealth Solutions LLC | 2.13% | Reduce -1.3% | 43,293 | $4.4M |
| Kestra Investment Management, LLC | 0.13% | Add +71.0% | 42,077 | $4.2M |
| Atlas Wealth LLC | 2.05% | Add +194.6% | 40,973 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +8.8% | 39,809 | $4.0M |
| Physician Wealth Solutions Inc. | 1.81% | Add +25.9% | 38,725 | $3.9M |
| Canvas Wealth Advisors, LLC | 0.76% | Add +0.9% | 36,862 | $3.8M |
| Seed Wealth Management, Inc. | 2.70% | Reduce -18.7% | 35,925 | $3.6M |
| Sterneck Capital Management, LLC | 1.84% | Add +3.5% | 35,910 | $3.6M |
| Ruedi Wealth Management, Inc. | 1.06% | Add +172.8% | 35,606 | $3.6M |
| ARK & TLK Investments, LLC | 1.14% | Add +32.2% | 35,203 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 35,005 | $3.5M |
| Silver Oak Securities, Incorporated | 0.29% | Add +11.3% | 34,604 | $3.5M |
| Triune Financial Partners, LLC | 0.94% | Add +0.3% | 34,020 | $3.4M |
| KWB Wealth | 0.40% | Add +4.0% | 36,032 | $3.3M |
| SageView Advisory Group, LLC | 0.12% | Reduce -0.8% | 30,188 | $3.1M |
| Elevation Wealth Partners, LLC | 1.23% | Add +0.1% | 30,897 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -1.8% | 30,077 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -31.9% | 30,028 | $3.0M |
| Lion Street Advisors, LLC | 0.91% | Add +10.8% | 29,751 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.6% | 29,601 | $3.0M |
| Silverlake Wealth Management LLC | 0.86% | Reduce -1.7% | 29,112 | $2.9M |
| Vicus Capital | 0.24% | Add +9.3% | 28,767 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -24.2% | 27,904 | $2.8M |
| RAM Investment Partners, LLC | 0.57% | Add +244.6% | 27,100 | $2.7M |
| Modern Wealth Management, LLC | 0.07% | Add +97.2% | 26,782 | $2.7M |
| Fifth Third Securities, Inc. | 0.20% | Add +10.4% | 26,475 | $2.7M |
| Life Planning Partners, Inc | 2.09% | Add +112.3% | 26,099 | $2.6M |
| Voisard Asset Management Group, Inc. | 0.67% | Add +16.9% | 25,811 | $2.6M |
| Burk Holdings LLC | 1.62% | Add +94.0% | 25,612 | $2.6M |
| Valued Wealth Advisors LLC | 1.35% | Add +36.6% | 25,609 | $2.6M |
| Riverchase Wealth Management, LLC | 1.63% | Add +36.3% | 25,517 | $2.6M |
| Morris Financial Concepts, Inc. | 1.02% | Add +1.1% | 25,371 | $2.6M |
| Clear Harbor Asset Management, LLC | 0.18% | Add +14.5% | 23,982 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.53% | Add +17.5% | 23,597 | $2.4M |
| Earned Wealth Advisors, LLC | 0.47% | Reduce -2.6% | 23,547 | $2.4M |
| Vista Investment Partners LLC | 0.67% | New | 22,982 | $2.3M |
| Facet Wealth, Inc. | 0.05% | Reduce -23.4% | 22,331 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +86.8% | 22,608 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 20,852 | $2.1M |
| Sunpointe, LLC | 0.83% | Reduce -0.8% | 20,812 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +181.4% | 20,856 | $2.1M |
| Magnus Financial Group LLC | 0.18% | Reduce -6.2% | 20,552 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +2.1% | 20,086 | $2.1M |
| Private Wealth Management Group, LLC | 0.68% | Add +1191.0% | 20,307 | $2.0M |
| XY Planning Network, Inc. | 0.70% | Add +41.9% | 20,298 | $2.0M |
| Tillman Hartley LLC | 0.56% | Reduce -9.4% | 19,812 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.58% | New | 19,146 | $1.9M |
| Quantinno Capital Management LP | 0.01% | New | 18,851 | $1.9M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -43.9% | 18,181 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +68.5% | 17,916 | $1.8M |
| Pacific Asset Management, LLC | 1.43% | Add +12.7% | 17,652 | $1.8M |
| Beacon Financial Group | 0.18% | Reduce -8.3% | 17,516 | $1.8M |
| Cozad Asset Management Inc. | 0.15% | Add +7.8% | 17,016 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +67.0% | 16,229 | $1.6M |
| TFB Advisors LLC | 0.43% | Reduce -11.2% | 16,163 | $1.6M |
| Collective Family Office LLC | 0.41% | Reduce -6.5% | 15,760 | $1.6M |
| Nwam LLC | 0.09% | Reduce -1.1% | 15,163 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +140.4% | 15,448 | $1.6M |
| Waterfront Wealth Inc. | 0.34% | Add +0.7% | 15,112 | $1.5M |
| M Wealth Management, LLC | 1.39% | No change | 14,966 | $1.5M |
| Aspen Capital Management, LLC | 0.41% | New | 14,662 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | No change | 14,423 | $1.5M |
| Wealth Management Partners, LLC | 0.51% | Add +16.3% | 14,260 | $1.5M |
| Regatta Capital Group, LLC | 0.25% | Reduce -1.9% | 14,288 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.69% | Add +0.3% | 13,967 | $1.4M |
| Correct Capital Wealth Management | 0.27% | Add +1.3% | 13,948 | $1.4M |
| Atala Financial Inc | 0.95% | No change | 13,650 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -0.7% | 13,531 | $1.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.71% | Add +51.0% | 13,528 | $1.4M |
| Abel Hall, LLC | 0.63% | Add +489.2% | 13,458 | $1.4M |
| CGN Advisors LLC | 0.12% | Add +4.2% | 13,056 | $1.3M |
| Mattson Financial Services, LLC | 0.35% | Add +1013.1% | 12,879 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 12,503 | $1.3M |
| AQR Capital Management | 0.00% | Add +432.8% | 12,493 | $1.3M |
| AGH Wealth Advisors, LLC | 1.03% | Add +2.8% | 12,397 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 12,313 | $1.2M |
| Avant Financial Advisors LLC | 1.02% | Add +11.3% | 12,275 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.56% | No change | 11,888 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.8% | 11,867 | $1.2M |
| Parcion Private Wealth LLC | 0.08% | No change | 11,602 | $1.2M |
| Citizens & Northern Corp. | 0.31% | Reduce -2.5% | 11,523 | $1.2M |
| Arista Wealth Management, LLC | 0.16% | Add +215.9% | 11,361 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -27.2% | 11,193 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +12.8% | 11,184 | $1.1M |
| Lam Group, Inc. | 0.75% | Add +6.5% | 11,160 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.5% | 11,076 | $1.1M |
| Austin Wealth Management, LLC | 0.20% | New | 10,804 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.3% | 10,926 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Reduce -3.6% | 10,730 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.40% | Reduce -0.0% | 10,701 | $1.1M |
| Hardin Capital Partners, LLC | 0.62% | Add +24.8% | 10,436 | $1.1M |
| Knightsbridge Asset Management, LLC | 0.24% | Reduce -53.3% | 10,418 | $1.1M |
| FAS Wealth Partners, Inc. | 0.08% | Add +3.5% | 10,307 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.42% | No change | 10,266 | $1.0M |
| Aurelius Family Office LLC | 0.48% | Reduce -0.4% | 10,137 | $1.0M |
| Prospect Financial Group LLC | 1.05% | Add +0.1% | 9,982 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,450 | $953K |
| Cornerstone Capital, Inc. | 0.10% | No change | 9,380 | $946K |
| Equitable Holdings, Inc. | 0.01% | Add +24.4% | 9,331 | $941K |
| Private Trust Co. NA | 0.09% | Reduce -1.8% | 9,019 | $909K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,000 | $907K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.1% | 8,929 | $900K |
| Austin Asset Management Co Inc | 0.18% | Reduce -84.8% | 8,915 | $899K |
| Pine Harbor Wealth Management, LLC | 0.31% | Reduce -0.6% | 8,836 | $891K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.0% | 8,820 | $889K |
| Trademark Financial Management, LLC | 0.54% | Reduce -45.7% | 8,777 | $885K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +13.4% | 8,777 | $885K |
| Aprio Wealth Management, LLC | 0.10% | Add +0.3% | 8,614 | $868K |
| WealthPlan Investment Management, LLC | 0.06% | New | 8,597 | $867K |
| PrairieView Partners, LLC | 0.08% | No change | 8,501 | $857K |
| Global Retirement Partners, LLC | 0.02% | — | 8,456 | $852K |
| Wealth Management Nebraska | 0.11% | Add +0.2% | 8,244 | $828K |
| Truepoint, Inc. | 0.02% | Reduce -70.7% | 8,015 | $808K |
| North Capital, Inc. | 0.68% | Add +0.1% | 7,875 | $794K |
| Monument Group Wealth Advisors, LLC | 0.49% | No change | 7,786 | $785K |
| Compound Planning, Inc. | 0.03% | Add +27.8% | 7,665 | $773K |
| Renaissance Technologies | 0.00% | Reduce -53.5% | 7,400 | $746K |
| DBK Financial Counsel, LLC | 0.67% | No change | 7,367 | $743K |
| Angeles Wealth Management, LLC | 0.05% | No change | 7,271 | $733K |
| Curi Capital, LLC | 0.01% | Add +13.9% | 7,219 | $728K |
| Willow Creek Wealth Management Inc. | 0.06% | Reduce -27.9% | 7,129 | $719K |
| Strathmore Capital Advisors, Inc. | 0.32% | — | 6,987 | $715K |
| Paragon Advisors, LLC | 0.18% | Reduce -1.9% | 7,029 | $709K |
| Brighton Jones LLC | 0.02% | Add +0.1% | 6,952 | $701K |
| Oakwell Private Wealth Management, LLC | 0.16% | No change | 6,929 | $699K |
| Jordan Park Group LLC | 0.05% | No change | 6,898 | $695K |
| Truist Financial Corp. | 0.00% | Add +34.3% | 6,886 | $694K |
| Signet Financial Management, LLC | 0.09% | Reduce -21.4% | 6,857 | $691K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -0.2% | 6,953 | $674K |
| Brown Advisory Inc. | 0.00% | No change | 6,554 | $661K |
| Edge Financial Advisors LLC | 0.34% | New | 6,410 | $648K |
| Ieq Capital, LLC | 0.00% | Add +0.2% | 6,398 | $645K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.4% | 6,151 | $641K |
| Poinciana Advisors Group, LLC | 0.57% | Add +0.1% | 6,286 | $634K |
| Keb Asset Management, LLC | 0.15% | Reduce -75.5% | 6,023 | $607K |
| Diversified Portfolios, Inc. | 0.06% | No change | 5,805 | $585K |
| Paladin Wealth, LLC | 0.45% | New | 5,747 | $579K |
| Avestar Capital, LLC | 0.04% | Add +2.2% | 5,656 | $570K |
| Squire Investment Management Company, LLC | 0.21% | No change | 5,603 | $565K |
| Heritage Financial Services, LLC | 0.05% | No change | 5,573 | $562K |
| L.K. Benson & Company, P.C. | 0.34% | Add +1.0% | 5,536 | $558K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -3.4% | 5,529 | $557K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.9% | 5,521 | $557K |
| Tranquility Partners, LLC | 0.19% | Add +8.1% | 5,334 | $538K |
| Brown Financial Advisors | 0.21% | New | 5,275 | $532K |
| William Mack & Associates, Inc. | 0.34% | Add +4.4% | 5,232 | $527K |
| Linscomb Wealth, Inc. | 0.02% | Add +130.4% | 5,159 | $520K |
| Oceanside Advisors LLC | 0.35% | Reduce -0.5% | 5,129 | $517K |
| Yardley Wealth Management LLC | 0.28% | No change | 5,123 | $517K |
| Alpha Financial Advisors, LLC | 0.19% | No change | 4,929 | $497K |
| Wealthstream Advisors, Inc. | 0.08% | New | 4,906 | $495K |
| Jackson Thornton Wealth Management, LLC | 0.06% | No change | 4,851 | $494K |
| Exchange Traded Concepts, LLC | 0.01% | New | 4,866 | $491K |
| McMill Wealth Management | 0.16% | Add +0.3% | 4,834 | $486K |
| Aspiriant, LLC | 0.01% | No change | 4,493 | $453K |
| Commerce Bank | 0.00% | Add +5.1% | 4,361 | $440K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.2% | 4,320 | $436K |
| Fortress Wealth Management, Inc. | 0.21% | New | 4,254 | $429K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 4,229 | $426K |
| Hill Investment Group Partners, LLC | 0.06% | Add +23.0% | 4,194 | $423K |
| Winebrenner Capital Management LLC | 0.33% | Add +19.8% | 4,046 | $408K |
| Savvy Advisors, Inc. | 0.03% | Reduce -17.5% | 4,033 | $407K |
| Acorn Wealth Advisors, LLC | 0.15% | New | 3,944 | $398K |
| Clarity Asset Management, Inc. | 0.24% | Reduce -7.3% | 3,936 | $397K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,917 | $395K |
| FMR LLC | 0.00% | Add +1012.6% | 3,894 | $393K |
| Lutz Financial Services LLC | 0.03% | New | 3,804 | $384K |
| Intelligence Driven Advisers, LLC | 0.06% | Reduce -0.0% | 3,751 | $378K |
| Element Wealth, LLC | 0.17% | New | 3,731 | $376K |
| International Assets Investment Management, LLC | 0.03% | No change | 3,609 | $364K |
| Financial Partners Group, Inc | 0.05% | Add +0.4% | 3,536 | $357K |
| Haven Private, LLC | 0.16% | Add +51.3% | 3,482 | $351K |
| Citadel Advisors | 0.00% | Reduce -62.3% | 3,454 | $348K |
| WESPAC Advisors SoCal, LLC | 0.08% | Reduce -16.3% | 3,443 | $347K |
| Claris Advisors, LLC / Mo / | 0.12% | New | 3,287 | $331K |
| Harbour Investments, Inc. | 0.01% | No change | 3,282 | $331K |
| MAI Capital Management | 0.00% | New | 3,268 | $329K |
| Midwest Heritage Bank, FSB | 0.12% | Add +0.3% | 3,206 | $323K |
| Sigma Planning Corp | 0.01% | Reduce -19.2% | 3,195 | $322K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $317K |
| Avantax Planning Partners, Inc. | 0.01% | Add +33.5% | 3,142 | $317K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 3,132 | $316K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $309K |
| Evoke Wealth, LLC | 0.01% | No change | 3,064 | $309K |
| Seaside Wealth Management, Inc. | 0.10% | New | 3,032 | $306K |
| Lauterbach Financial Advisors, LLC | 0.17% | Add +0.2% | 3,031 | $306K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,911 | $293K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -22.3% | 2,887 | $291K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -22.3% | 2,882 | $291K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,869 | $289K |
| Dogwood Wealth Management LLC | 0.14% | Reduce -2.5% | 2,731 | $278K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -20.2% | 2,719 | $274K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $274K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -33.3% | 2,697 | $272K |
| Sowell Financial Services LLC | 0.01% | No change | 2,689 | $271K |
| Bessemer Group Inc. | 0.00% | No change | 2,688 | $271K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $269K |
| NorthRock Partners, LLC | 0.01% | No change | 2,653 | $267K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -8.5% | 2,652 | $267K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 2,646 | $267K |
| AE Wealth Management LLC | 0.00% | Add +61.0% | 2,645 | $267K |
| Prosperity Financial Group, Inc. | 0.11% | Add +8.2% | 2,614 | $264K |
| Choreo, LLC | 0.00% | No change | 2,600 | $262K |
| RCS Financial Planning, LLC | 0.13% | Reduce -65.4% | 2,581 | $260K |
| Stonebrook Private Inc. | 0.06% | Reduce -0.2% | 2,568 | $259K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.9% | 2,534 | $255K |
| CRA Financial Services, LLC | 0.04% | No change | 2,485 | $251K |
| Sandhill Capital Partners LLC | 0.02% | New | 2,482 | $250K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 2,466 | $249K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,450 | $247K |
| Smartleaf Asset Management LLC | 0.02% | Add +4.2% | 2,421 | $243K |
| Vance Wealth, LLC | 0.08% | New | 2,376 | $240K |
| Clark Asset Management, LLC | 0.03% | Add +0.5% | 2,284 | $230K |
| Fortitude Family Office, LLC | 0.08% | No change | 2,275 | $229K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $229K |
| Resolute Wealth Advisor, Inc. | 0.13% | — | 2,041 | $227K |
| Trilogy Capital Inc. | 0.01% | Reduce -5.4% | 2,189 | $221K |
| Creative Capital Management Investments LLC | 0.08% | No change | 2,185 | $220K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,145 | $216K |
| Landaas & Co. /Wi | 0.05% | New | 2,142 | $216K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,134 | $215K |
| Elevate Wealth Advisory, Inc. | 0.15% | Reduce -76.7% | 2,113 | $213K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,096 | $211K |
| Factor Wealth Management LTD | 0.06% | New | 2,080 | $210K |
| Prosperitas Financial LLC | 0.10% | Reduce -10.9% | 2,051 | $207K |
| Almanack Investment Partners, LLC. | 0.03% | New | 2,040 | $206K |
| GEM Asset Management, LLC | 0.11% | New | 2,022 | $206K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 2,007 | $202K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,987 | $200K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,954 | $197K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,686 | $170K |
| REAP Financial Group, LLC | 0.04% | No change | 1,528 | $154K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.5% | 1,492 | $150K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $118K |
| CENTRAL TRUST Co | 0.00% | Add +774.8% | 1,146 | $116K |
| Principal Securities, Inc. | 0.00% | Add +2.5% | 1,089 | $110K |
| Intelligent Financial Strategies | 0.05% | Reduce -9.0% | 1,017 | $102K |
| Global Wealth Strategies & Associates | 0.03% | No change | 996 | $100K |
| Qube Research & Technologies Ltd | 0.00% | Add +17.6% | 964 | $97K |
| Evolution Wealth Management Inc. | 0.12% | — | 939 | $95K |
| BlackRock, Inc. | 0.00% | Add +74.8% | 865 | $87K |
| Asset Dedication, LLC | 0.01% | Add +67.7% | 845 | $85K |
| Comerica Bank | 0.00% | Reduce -4.1% | 822 | $83K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -49.1% | 701 | $71K |
| Arax Advisory Partners | 0.00% | New | 650 | $66K |
| Larson Financial Group LLC | 0.00% | Reduce -61.6% | 644 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -89.8% | 637 | $64K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -33.2% | 574 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 500 | $50K |
| Promus Capital, LLC | 0.03% | New | 480 | $48K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 474 | $48K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.7% | 449 | $45K |
| Minot DeBlois Advisors LLC | 0.04% | No change | 421 | $42K |
| Citigroup Inc. | 0.00% | Add +326.0% | 409 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +138.7% | 358 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 297 | $30K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 292 | $29K |
| Harbor Asset Planning, Inc. | 0.03% | — | 283 | $29K |
| National Bank of Canada | 0.00% | No change | 279 | $28K |
| Nemes Rush Group LLC | 0.00% | Add +32.9% | 275 | $28K |
| Spire Wealth Management | 0.00% | Reduce -70.9% | 269 | $27K |
| Assetmark, Inc. | 0.00% | No change | 268 | $27K |
| Kings Path Partners LLC | 0.01% | Add +9.7% | 215 | $22K |
| Johnson Financial Group, Inc. | 0.00% | New | 207 | $21K |
| Transce3nd, LLC | 0.01% | New | 195 | $20K |
| GeoWealth Management, LLC | 0.00% | No change | 189 | $19K |
| Atwood & Palmer Inc. | 0.00% | New | 183 | $18K |
| US Bancorp \de | 0.00% | No change | 183 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 157 | $16K |
| Hurley Capital, LLC | 0.01% | Reduce -16.9% | 153 | $15K |
| Operose Advisors LLC | 0.00% | No change | 137 | $14K |
| Rialto Wealth Management, LLC | 0.00% | No change | 94 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 84 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6000.0% | 61 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 60 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 30 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 25 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 11 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 8 | $1K |
| Addison Advisors LLC | 0.00% | No change | 7 | $738 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $420 |
"% 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.