Avantis U.S. Equity ETFAVUSETF

13F holders, Q3 2025 (September 30)
483holders +8
36new positions
24sold out
4famous investors
$108.69avg. 13F price*

At the end of Q3 2025, 483 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 8 from Q2 2025. 36 opened new positions and 24 sold out. The largest holders were HB Wealth Management, LLC ($517.6M), American Century Companies Inc. ($388.2M) and Oak Root LLC ($329.7M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q3 2025)
CUSIP
025072885
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 354Q1 2024Q2 2024: 365Q2 2024Q3 2024: 378Q3 2024Q4 2024: 430Q4 2024Q1 2025: 447Q1 2025Q2 2025: 475Q2 2025Q3 2025: 483Q3 2025Q4 2025: 521Q4 2025Q1 2026: 557Q1 2026Q2 2026: 585Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$203.6M
Exits24$284.5M

All 13F filers, Q2 2025 → Q3 2025: 6,679,457 shares bought and 5,361,135 shares sold, net +1,318,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 483 holders

HB Wealth Management, LLC 3.52% Add +27.5% 4,762,043 $517.6M
American Century Companies Inc. 0.20% Add +2.8% 3,571,038 $388.2M
Oak Root LLC 38.18% No change 3,032,705 $329.7M
Annex Advisory Services, LLC 6.06% Add +1.3% 2,619,704 $284.8M
LPL Financial LLC 0.07% Add +3.6% 2,311,611 $251.3M
Focus Partners Wealth 0.34% Reduce -0.1% 1,927,584 $209.5M
HighTower Advisors, LLC 0.20% Add +1.3% 1,659,090 $180.3M
Envestnet Asset Management Inc. 0.05% Reduce -3.2% 1,621,727 $176.3M
Traphagen Investment Advisors LLC 11.54% Add +1.5% 1,233,425 $134.1M
Quantum Financial Advisors, LLC 15.78% Add +7.4% 1,190,992 $129.5M
Mercer Global Advisors Inc. 0.21% Add +181.3% 1,134,255 $123.3M
Great Point Wealth Advisors, LLC 22.99% — 1,125,366 $122.3M
Beacon Pointe Advisors, LLC 1.01% New 1,099,465 $119.5M
Commonwealth Equity Services, LLC 0.15% Reduce -1.5% 1,095,810 $119.1M
Morgan Stanley 0.01% Reduce -6.8% 1,071,120 $116.4M
Modera Wealth Management, LLC 1.30% Add +1.6% 1,032,578 $112.2M
Creative Planning 0.08% Reduce -5.5% 1,019,058 $110.8M
Corient Private Wealth LP 0.15% Reduce -14.3% 891,527 $96.9M
RVW Wealth, LLC 7.02% Reduce -0.6% 827,091 $89.9M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -25.9% 713,927 $77.6M
BCR Wealth Strategies, LLC 26.05% Add +1.8% 681,498 $74.1M
Werba Rubin Papier Wealth Management 11.94% Add +4.4% 680,282 $73.9M
Simplicity Wealth,LLC 4.26% Reduce -50.2% 676,434 $73.5M
Park Avenue Securities LLC 0.56% Add +11.3% 665,412 $72.3M
Raymond James Financial Inc. 0.02% Reduce -0.2% 660,447 $71.8M
Bridgewater Advisors Inc. 4.88% Add +8.6% 647,503 $70.4M
Bank of New York Mellon Corp 0.01% Add +11.2% 639,091 $69.5M
SC&H Financial Advisors, Inc. 11.30% Reduce -5.6% 637,933 $69.3M
Full Sail Capital, LLC 3.78% Reduce -4.6% 631,210 $68.6M
Cresset Asset Management, LLC 0.29% Add +4.3% 615,154 $66.9M
Wealth Enhancement Advisory Services, LLC 0.10% Add +1.2% 608,444 $66.3M
Rockwood Wealth Management, LLC 5.06% Reduce -2.1% 582,896 $63.4M
B&D White Capital Company, LLC 7.71% Add +52.3% 553,467 $60.2M
Plancorp, LLC 1.79% Reduce -1.2% 523,610 $56.9M
Caliber Wealth Management, LLC / KS 6.27% Add +12.4% 517,611 $56.3M
OneDigital Investment Advisors LLC 0.57% Reduce -12.8% 506,334 $55.0M
McGlone Suttner Wealth Management, Inc. 7.66% Add +2.0% 503,898 $54.8M
WMG Financial Advisors, LLC 18.26% Reduce -0.9% 503,666 $54.7M
Accredited Investor Services, LLC 36.28% Add +2.5% 485,567 $52.8M
McLean Asset Management Corp 10.78% Add +213.9% 478,285 $52.3M
CPC Advisors, LLC 5.52% New 481,190 $52.3M
Bank of America Corp. 0.00% Add +1.2% 469,577 $51.0M
Strategic Blueprint, LLC 2.21% Add +0.6% 465,836 $50.6M
Disciplina Capital Management LLC 5.78% Add +8.1% 436,842 $47.5M
Awm Capital, LLC 4.24% Add +0.3% 428,687 $46.6M
Red Lighthouse Investment Management, LLC 16.21% Add +0.1% 426,706 $46.4M
WCG Wealth Advisors LLC 2.81% Add +0.9% 411,910 $44.8M
Waverly Advisors, LLC 0.44% Reduce -0.3% 405,189 $44.0M
Geometric Wealth Advisors 5.63% Add +0.2% 388,403 $42.2M
World Investment Advisors 0.86% Add +5.3% 385,370 $41.9M
BSW Wealth Partners 5.18% Add +4.5% 382,514 $41.6M
Cetera Investment Advisers 0.05% Add +837.7% 373,284 $40.6M
Raffa Wealth Management, LLC 7.22% Add +4.4% 369,686 $40.2M
Mattern Wealth Management LLC 7.69% Add +1.9% 354,577 $38.5M
Tortoise Investment Management, LLC 3.33% Add +0.3% 343,783 $37.4M
Mariner, LLC 0.05% Reduce -1.3% 329,796 $35.8M
Legacy Financial Group, Inc. 9.81% Add +6.9% 329,124 $35.8M
JRM Investment Counsel, LLC 10.52% Reduce -1.3% 320,470 $34.8M
Arcadia Wealth Management, Inc. 20.93% Add +7.2% 317,005 $34.5M
Vestmark Advisory Solutions, Inc. 0.64% Add +75.8% 309,107 $33.6M
Highland Financial Advisors, LLC 9.56% Add +3.7% 306,873 $33.4M
MML Investors Services, LLC 0.09% Add +5.4% 305,384 $33.2M
Continuum Wealth Advisors, LLC 12.40% Add +2.5% 267,665 $29.1M
Leo Wealth, LLC 3.77% Reduce -42.5% 267,315 $29.1M
Rockefeller Capital Management L.P. 0.06% Add +2.8% 264,370 $28.7M
WorthPointe, LLC 10.74% Add +2.5% 263,465 $28.6M
Websterrogers Financial Advisors, LLC 8.41% Reduce -1.6% 258,103 $28.1M
Signature Resources Capital Management, LLC 15.29% Add +5.0% 257,151 $28.0M
Burton Enright Welch 4.15% Reduce -0.2% 252,671 $27.5M
Glenview Trust Co 0.42% Add +5.9% 245,360 $26.7M
Divergent Planning, LLC 6.91% Add +3.3% 237,847 $26.0M
Savant Capital, LLC 0.16% Add +1225.4% 237,465 $25.8M
JPMorgan Chase & Co. 0.00% Add +5.5% 225,763 $24.5M
Chicago Partners Investment Group LLC 0.63% Reduce -2.0% 216,024 $24.0M
Trellis Wealth Advisors LLC 9.56% Reduce -1.5% 216,171 $23.5M
HTG Investment Advisors, Inc. 7.76% Add +2.7% 212,066 $23.1M
Oak Wealth Advisors LLC 13.28% Add +1.4% 210,282 $22.9M
Kestra Advisory Services, LLC 0.10% Add +18.1% 206,212 $22.4M
Focus Partners Advisor Solutions, LLC 0.25% Reduce -34.1% 203,779 $22.3M
LexAurum Advisors, LLC 3.16% Reduce -3.0% 203,694 $22.1M
Freedom Financial Partners LLC 8.36% Reduce -18.9% 201,748 $21.9M
Henrickson Nauta Wealth Advisors, Inc. 6.76% Reduce -0.2% 196,511 $21.4M
Tanager Wealth Management LLP 2.20% Reduce -4.2% 193,014 $21.0M
Gradient Investments LLC 0.34% Add +96.6% 189,300 $20.6M
Passive Capital Management, LLC. 6.64% Reduce -2.8% 187,453 $20.4M
Hutchens & Kramer Investment Management Group, LLC 7.95% Add +34.7% 185,534 $20.2M
Cardiff Park Advisors, LLC 1.49% Reduce -0.4% 178,806 $19.4M
Osaic Holdings, Inc. 0.03% Add +26.7% 177,665 $19.2M
Greenspring Advisors, LLC 3.31% — 172,435 $18.7M
Royal Bank of Canada 0.00% Add +2.1% 172,071 $18.7M
CVA Family Office, LLC 2.41% Add +14.3% 172,004 $18.7M
Apella Capital, LLC 0.41% Reduce -0.2% 170,485 $18.3M
Allworth Financial LP 0.08% Reduce -4.1% 167,338 $18.2M
Trace Wealth Advisors, LLC 13.36% Add +2.3% 164,420 $17.9M
Acorn Financial Advisory Services Inc. 2.71% Reduce -0.9% 162,458 $17.7M
REDW Wealth LLC 6.61% Reduce -8.3% 160,838 $17.5M
Trajan Wealth LLC 0.74% Reduce -3.4% 157,346 $17.1M
Wells Fargo & Company 0.00% Add +1.0% 153,774 $16.7M
Zhang Financial LLC 0.68% Add +2.6% 153,713 $16.7M
Acropolis Investment Management, LLC 0.82% Add +1.4% 160,136 $16.1M
Arq Wealth Advisors, LLC 4.68% Add +13.5% 145,598 $15.8M
FMB Wealth Management 6.64% Add +3.1% 144,232 $15.7M
Ameriprise Financial Inc. 0.00% Add +28.3% 142,429 $15.5M
Accredited Wealth Management, LLC 11.51% Reduce -94.8% 7,227 $15.4M
Foundations Investment Advisors, LLC 0.21% Add +2.0% 135,245 $14.7M
Flagstone Financial Management 3.79% Add +0.7% 132,085 $14.4M
Grand Wealth Management, LLC 6.83% Reduce -4.6% 130,161 $14.1M
Orion Capital Management LLC 4.83% Add +1.3% 127,387 $13.8M
Sax Wealth Advisors, LLC 0.73% Reduce -10.9% 124,394 $13.5M
Planwiser Financial, LLC 10.70% Add +6.0% 121,956 $13.5M
Arax Advisory Partners 0.19% Add +18960.9% 123,896 $13.5M
Stifel Financial Corp. 0.01% Reduce -0.1% 122,965 $13.4M
Fonville Wealth Management LLC 2.99% Add +5.4% 122,088 $13.3M
Kwmg, LLC 1.16% Add +2.7% 121,785 $13.2M
Anderson Hoagland & Co. 1.13% Add +2.6% 116,008 $12.6M
CoreCap Advisors, LLC 0.46% Add +10.9% 115,921 $12.6M
Gateway Wealth Partners, LLC 1.70% Add +6.1% 115,867 $12.6M
Family Office Research LLC 5.33% Reduce -0.9% 112,044 $12.2M
Clarity Capital Advisors, LLC 6.57% Reduce -2.1% 110,930 $12.1M
SJS Investment Consulting Inc. 1.64% Reduce -0.7% 110,032 $12.0M
Bull Oak Capital, LLC 4.78% Reduce -8.8% 103,500 $11.3M
Magnolia Private Wealth, LLC 7.91% Add +146.6% 233,049 $10.8M
Annandale Capital, LLC 1.83% Reduce -0.4% 94,819 $10.3M
Echo Wealth Management, LLC 5.99% Add +0.9% 94,481 $10.3M
Axxcess Wealth Management, LLC 0.22% Add +6.9% 93,638 $10.2M
Meredith Wealth Planning 3.16% Add +11.1% 91,830 $10.0M
Wedmont Private Capital 0.37% Add +0.0% 91,668 $10.0M
IHT Wealth Management, LLC 0.25% Reduce -39.6% 91,020 $9.9M
Outbound Financial Inc 7.84% Reduce -0.4% 88,458 $9.6M
Lantern Wealth Advisors, LLC 5.01% Reduce -0.8% 87,981 $9.6M
Parkshore Wealth Management, Inc. 3.88% Reduce -3.4% 87,525 $9.5M
SOL Capital Management CO 0.83% Add +0.8% 85,161 $9.3M
Endeavor Private Wealth, Inc. 2.84% Reduce -1.3% 84,456 $9.2M
Northwest Wealth Management, LLC 1.47% Reduce -5.0% 81,800 $8.9M
Sage Rhino Capital LLC 1.71% Reduce -2.7% 81,353 $8.8M
LRI Investments, LLC 0.72% No change 80,884 $8.8M
Lakeridge Wealth Management LLC 3.88% Reduce -0.8% 80,280 $8.7M
Perigon Wealth Management, LLC 0.18% Reduce -2.5% 79,537 $8.6M
Buttonwood Financial Group, LLC 3.69% Reduce -66.1% 78,392 $8.5M
Atlas Wealth LLC 3.56% Add +87.2% 76,691 $8.3M
Financial Symmetry Inc 3.73% Reduce -0.9% 76,492 $8.3M
Cornerstone Wealth Management, LLC 0.46% Add +2.5% 75,937 $8.3M
NewEdge Advisors, LLC 0.04% Reduce -6.0% 74,531 $8.1M
Herold Advisors, Inc. 1.87% Reduce -53.3% 74,331 $8.1M
Heirloom Wealth Management 1.91% New 72,753 $7.9M
Ausdal Financial Partners, Inc. 0.38% Add +2.2% 72,389 $7.9M
Bayshore Asset Management, LLC 3.33% Reduce -0.8% 71,479 $7.8M
Private Advisor Group, LLC 0.04% Add +2.1% 71,241 $7.7M
UBS Group AG 0.00% Reduce -6.5% 70,496 $7.7M
Vannoy Advisory Group, Inc. 4.98% No change 70,142 $7.6M
Betterment LLC 0.01% Add +13.7% 68,925 $7.5M
Symmetry Partners, LLC 0.81% Reduce -7.7% 68,386 $7.4M
Auxano Advisors, LLC 1.56% Reduce -2.2% 67,704 $7.4M
Kestra Investment Management, LLC 0.19% Add +57.8% 66,377 $7.2M
Curio Wealth, LLC 2.95% Reduce -3.0% 66,108 $7.2M
Sollinda Capital Management LLC 1.94% Add +13.9% 65,081 $7.1M
Versant Capital Management, Inc 0.96% Add +0.1% 64,822 $7.0M
MN Wealth Advisors, LLC 3.76% Add +4.8% 64,765 $7.0M
AlphaCore Capital LLC 0.23% Reduce -2.6% 63,658 $6.9M
VestGen Advisors, LLC 0.23% Add +13.0% 63,537 $6.9M
Brio Consultants, LLC 0.94% Reduce -8.1% 62,833 $6.8M
Ehrlich Financial Group 4.04% Add +2.4% 62,592 $6.8M
Integrity Investment Advisors, LLC 4.45% Add +0.9% 61,800 $6.7M
Ariadne Wealth Management, LP 2.98% Reduce -4.8% 60,895 $6.6M
Cloud Capital Management, LLC 3.35% Add +1.7% 58,475 $6.4M
J. Team Financial, Inc. 6.41% — 58,140 $6.3M
SFG Wealth Management, LLC. 2.70% New 57,437 $6.2M
Capital Group Private Client Services, Inc. 0.10% Add +0.3% 57,407 $6.2M
Quarry Hill Advisors, LLC 3.18% Reduce -1.1% 56,958 $6.2M
Visionary Horizons, LLC 3.43% Add +1.2% 56,475 $6.1M
Morling Financial Advisors, LLC 1.99% Reduce -0.0% 55,025 $6.0M
Sterneck Capital Management, LLC 2.73% Add +50.1% 53,891 $5.9M
Cypress Point Wealth Management, LLC 1.18% Reduce -0.2% 53,774 $5.8M
Financial Engines Advisors L.L.C. 0.01% Add +0.4% 53,698 $5.8M
Ridgeline Wealth, LLC 4.10% Reduce -0.4% 51,076 $5.6M
Gotham Asset Management 0.02% No change 50,500 $5.5M
Eaton-Cambridge Inc. 1.89% Reduce -1.9% 49,897 $5.4M
Summit Wealth Partners, LLC 0.97% Reduce -3.1% 49,451 $5.4M
Schwarz Dygos Wheeler Investment Advisors LLC 1.14% Add +2.5% 49,251 $5.4M
Prosperity Planning, Inc. 1.98% Add +6.3% 48,349 $5.3M
Bannerman Wealth Management Group, LLC 3.78% Reduce -3.1% 47,165 $5.1M
L & S Advisors Inc 0.53% Add +4.7% 45,712 $5.0M
BLVD Private Wealth, LLC 4.20% Add +3.1% 45,003 $4.9M
PFG Private Wealth Management, LLC 2.14% New 44,158 $4.8M
Integrity Wealth Solutions LLC 2.14% Add +2.0% 44,158 $4.8M
Holcombe Financial, Inc. 3.33% Add +0.1% 43,939 $4.8M
True Wealth Design, LLC 1.43% Reduce -5.6% 42,952 $4.7M
North Ridge Wealth Advisors, Inc. 2.63% Reduce -2.5% 42,260 $4.6M
Fielder Capital Group LLC 1.04% Reduce -3.4% 42,120 $4.6M
Tillman Hartley LLC 1.12% Add +100.9% 39,799 $4.3M
ARK & TLK Investments, LLC 1.36% Add +12.1% 39,450 $4.3M
Physician Wealth Solutions Inc. 1.75% Reduce -4.8% 36,863 $4.0M
Ruedi Wealth Management, Inc. 1.10% Add +1.1% 35,986 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.3% 35,824 $3.9M
Canvas Wealth Advisors, LLC 0.70% Reduce -3.7% 35,499 $3.9M
Forum Financial Management, LP 0.05% Reduce -19.2% 35,636 $3.9M
Mattson Financial Services, LLC 0.91% Add +171.6% 34,982 $3.8M
Jones Financial Companies LLLP 0.00% Add +64.7% 34,347 $3.7M
Triune Financial Partners, LLC 0.93% Add +0.3% 34,108 $3.7M
KWB Wealth 0.40% Reduce -0.1% 35,990 $3.6M
Great Valley Advisor Group, Inc. 0.07% Add +6.1% 31,852 $3.5M
Riverchase Wealth Management, LLC 1.94% Add +23.6% 31,553 $3.4M
Fifth Third Securities, Inc. 0.23% Add +17.5% 31,098 $3.4M
Cwm, LLC 0.01% Add +3.2% 31,030 $3.4M
Silver Oak Securities, Incorporated 0.25% Reduce -13.0% 30,113 $3.3M
SageView Advisory Group, LLC 0.11% Reduce -0.4% 30,079 $3.3M
Elevation Wealth Partners, LLC 1.16% Reduce -4.0% 29,672 $3.2M
Pathstone Holdings, LLC 0.01% Add +0.1% 29,640 $3.2M
Vicus Capital 0.24% Add +0.3% 28,868 $3.1M
Silverlake Wealth Management LLC 0.76% Reduce -2.3% 28,437 $3.1M
Susquehanna International Group, LLP 0.00% New 27,399 $3.0M
Life Planning Partners, Inc 2.17% Add +4.9% 27,386 $3.0M
Voisard Asset Management Group, Inc. 0.69% Add +5.8% 27,322 $3.0M
CreativeOne Wealth, LLC 0.07% Reduce -2.5% 27,194 $3.0M
RAM Investment Partners, LLC 0.55% Reduce -1.2% 26,775 $2.9M
Burk Holdings LLC 1.49% Add +0.2% 25,667 $2.8M
Valued Wealth Advisors LLC 1.29% Reduce -0.5% 25,493 $2.8M
AQR Capital Management 0.00% Add +103.6% 25,441 $2.8M
Clear Harbor Asset Management, LLC 0.19% Add +4.8% 25,144 $2.7M
Morris Financial Concepts, Inc. 0.98% Reduce -1.4% 25,004 $2.7M
Modern Wealth Management, LLC 0.05% Reduce -7.2% 24,844 $2.7M
Vista Investment Partners LLC 0.73% Add +4.9% 24,098 $2.6M
Global Retirement Partners, LLC 0.06% Add +184.2% 24,031 $2.6M
Earned Wealth Advisors, LLC 0.42% Add +0.2% 23,585 $2.6M
Prevail Innovative Wealth Advisors, LLC 0.49% Reduce -1.5% 23,238 $2.5M
Wealthfront Advisers LLC 0.01% Add +1.1% 22,849 $2.5M
Quantinno Capital Management LP 0.01% Add +20.0% 22,618 $2.5M
Facet Wealth, Inc. 0.05% Reduce -1.1% 22,093 $2.4M
Certified Advisory Corp 0.22% Reduce -53.0% 21,705 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +1.1% 21,074 $2.3M
Sunpointe, LLC 0.82% No change 20,812 $2.3M
Private Wealth Management Group, LLC 0.62% Add +2.0% 20,707 $2.3M
Magnus Financial Group LLC 0.17% Reduce -1.9% 20,164 $2.2M
Advisory Services Network, LLC 0.03% Reduce -2.8% 19,515 $2.1M
XY Planning Network, Inc. 0.70% No change 20,298 $2.0M
Farther Finance Advisors, LLC 0.03% Reduce -60.8% 18,626 $2.0M
Pacific Asset Management, LLC 1.34% Add +3.1% 18,197 $2.0M
Capital Investment Advisory Services, LLC 0.16% Add +11.7% 18,132 $2.0M
SwitchPoint Financial Planning, LLC 1.42% Reduce -6.1% 17,977 $2.0M
Cozad Asset Management Inc. 0.15% Add +3.4% 17,597 $1.9M
Beacon Financial Group 0.19% Reduce -0.3% 17,465 $1.9M
CGN Advisors LLC 0.15% Add +31.7% 17,196 $1.9M
Correct Capital Wealth Management 0.34% Add +21.6% 16,959 $1.8M
Seed Wealth Management, Inc. 1.18% Reduce -56.2% 15,735 $1.7M
TFB Advisors LLC 0.49% Reduce -2.8% 15,707 $1.7M
Collective Family Office LLC 0.40% Reduce -1.7% 15,492 $1.7M
First Trust Advisors LP 0.00% Reduce -0.1% 15,433 $1.7M
Nwam LLC 0.09% Add +1.1% 15,326 $1.7M
Waterfront Wealth Inc. 0.34% Add +0.0% 15,116 $1.6M
Renaissance Technologies 0.00% Add +100.0% 14,800 $1.6M
Aspen Capital Management, LLC 0.41% No change 14,662 $1.6M
Regatta Capital Group, LLC 0.25% Add +1.3% 14,475 $1.6M
Wealth Management Partners, LLC 0.49% Add +0.4% 14,322 $1.6M
M Wealth Management, LLC 1.36% Reduce -4.7% 14,260 $1.6M
Cooper/Haims Advisors, LLC 0.71% Add +0.3% 14,003 $1.5M
Citizens & Northern Corp. 0.37% Add +20.0% 13,829 $1.5M
Atala Financial Inc 0.93% No change 13,650 $1.5M
UMB Bank, n.a. 0.02% No change 13,531 $1.5M
Trustmark Bank Trust Department 0.10% Reduce -6.6% 13,465 $1.5M
Keyes, Stange & Wooten Wealth Management, LLC 0.71% Reduce -0.7% 13,435 $1.5M
Captrust Financial Advisors 0.00% Add +7.6% 13,248 $1.4M
Abel Hall, LLC 0.58% Reduce -2.0% 13,187 $1.4M
Avant Financial Advisors LLC 1.05% Add +4.2% 12,790 $1.4M
Hardin Capital Partners, LLC 0.72% Add +18.5% 12,363 $1.3M
Strategic Wealth Partners, Ltd. 0.10% New 12,072 $1.3M
Porter White Investment Advisors, Inc. 0.55% No change 11,888 $1.3M
United Capital Financial Advisors, LLC 0.01% No change 11,867 $1.3M
Parcion Private Wealth LLC 0.08% No change 11,602 $1.3M
Evanson Asset Management, LLC 0.07% Add +3.7% 11,596 $1.3M
AGH Wealth Advisors, LLC 0.92% Reduce -7.2% 11,510 $1.3M
Strategic Wealth Investment Group, LLC 0.10% New 11,416 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +1.7% 11,382 $1.2M
Lam Group, Inc. 0.75% No change 11,160 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.3% 10,953 $1.2M
USAdvisors Wealth Management, LLC 0.40% Add +0.3% 10,735 $1.2M
Austin Wealth Management, LLC 0.18% Reduce -1.7% 10,620 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +18.3% 10,435 $1.1M
Equitable Holdings, Inc. 0.01% Add +9.4% 10,209 $1.1M
FAS Wealth Partners, Inc. 0.07% Reduce -1.4% 10,165 $1.1M
Aurelius Family Office LLC 0.49% Reduce -0.5% 10,090 $1.1M
Tanglewood Legacy Advisors, LLC 0.42% Reduce -1.9% 10,066 $1.1M
Prospect Financial Group LLC 1.06% No change 9,982 $1.1M
Knightsbridge Asset Management, LLC 0.18% Reduce -6.1% 9,782 $1.1M
Level Four Advisory Services, LLC 0.04% No change 9,450 $1.0M
Dynamic Advisor Solutions LLC 0.03% Add +5.7% 9,275 $1.0M
Cornerstone Capital, Inc. 0.10% Reduce -2.2% 9,170 $997K
Private Trust Co. NA 0.09% No change 9,019 $980K
Integrated Wealth Concepts LLC 0.01% Reduce -19.0% 8,976 $976K
Austin Asset Management Co Inc 0.18% No change 8,915 $969K
Pine Harbor Wealth Management, LLC 0.31% No change 8,836 $960K
Trademark Financial Management, LLC 0.56% Add +0.1% 8,783 $955K
Aprio Wealth Management, LLC 0.09% Add +0.2% 8,633 $938K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.7% 8,333 $906K
Brown Financial Advisors 0.33% Add +56.9% 8,274 $899K
Baird Financial Group, Inc. 0.00% Reduce -10.0% 8,100 $880K
North Capital, Inc. 0.66% Add +0.1% 7,882 $857K
Truepoint, Inc. 0.02% Reduce -1.9% 7,859 $854K
Monument Group Wealth Advisors, LLC 0.50% No change 7,786 $846K
Wealth Management Nebraska 0.10% Reduce -5.7% 7,773 $845K
Paladin Wealth, LLC 0.60% Add +33.1% 7,650 $832K
DBK Financial Counsel, LLC 0.69% Add +3.0% 7,590 $825K
Andrews, Lucia Wealth Management LLC 0.49% New 7,447 $810K
Saxony Capital Management, LLC 0.53% New 7,399 $804K
Curi Capital, LLC 0.01% Add +0.9% 7,287 $792K
Compound Planning, Inc. 0.03% Reduce -5.2% 7,269 $790K
Willow Creek Wealth Management Inc. 0.06% Reduce -0.5% 7,091 $771K
Arista Wealth Management, LLC 0.09% Reduce -38.5% 6,993 $760K
Strathmore Capital Advisors, Inc. 0.31% No change 6,987 $759K
Heritage Wealth Management, Inc. 0.51% New 6,933 $754K
Oakwell Private Wealth Management, LLC 0.15% No change 6,929 $753K
Jordan Park Group LLC 0.04% No change 6,898 $750K
Ameritas Advisory Services, LLC 0.05% Add +150.9% 6,766 $735K
FMR LLC 0.00% Add +69.4% 6,596 $717K
Brown Advisory Inc. 0.00% No change 6,554 $712K
Ieq Capital, LLC 0.00% Add +0.3% 6,415 $697K
Element Wealth, LLC 0.30% Add +71.8% 6,408 $697K
Edge Financial Advisors LLC 0.31% Reduce -0.8% 6,360 $691K
Poinciana Advisors Group, LLC 0.57% Reduce -1.1% 6,219 $676K
Brighton Jones LLC 0.02% Reduce -13.0% 6,047 $657K
Keb Asset Management, LLC 0.15% Add +0.0% 6,024 $655K
Mutual Advisors, LLC 0.01% Reduce -2.8% 5,982 $653K
Sunbelt Securities, Inc. 0.04% Reduce -14.2% 5,964 $648K
Orion Porfolio Solutions, LLC 0.00% Add +5.7% 5,833 $634K
Diversified Portfolios, Inc. 0.06% No change 5,805 $631K
Angeles Wealth Management, LLC 0.04% Reduce -20.6% 5,775 $628K
L.K. Benson & Company, P.C. 0.33% Add +2.9% 5,699 $620K
Acorn Wealth Advisors, LLC 0.19% Add +42.3% 5,613 $610K
Tiaa Trust, National Association 0.00% New 5,594 $608K
Heritage Financial Services, LLC 0.05% No change 5,573 $606K
Paragon Advisors, LLC 0.15% Reduce -21.9% 5,487 $596K
Wealthspire Retirement, LLC 0.04% Reduce -2.1% 5,412 $588K
Pinnacle Financial Group, LLC / IL 0.18% New 5,411 $588K
Clarity Asset Management, Inc. 0.32% Add +34.3% 5,286 $575K
Tranquility Partners, LLC 0.19% Reduce -1.1% 5,276 $574K
William Mack & Associates, Inc. 0.31% Add +0.0% 5,233 $569K
Avestar Capital, LLC 0.04% Reduce -8.1% 5,199 $565K
Linscomb Wealth, Inc. 0.02% Add +0.1% 5,166 $562K
Signet Financial Management, LLC 0.07% Reduce -24.8% 5,157 $561K
Yardley Wealth Management LLC 0.31% No change 5,123 $557K
Oceanside Advisors LLC 0.35% Reduce -0.6% 5,096 $554K
Truist Financial Corp. 0.00% Reduce -27.1% 5,021 $546K
Alpha Financial Advisors, LLC 0.19% No change 4,929 $536K
Wealthstream Advisors, Inc. 0.08% No change 4,906 $533K
Jackson Thornton Wealth Management, LLC 0.05% No change 4,851 $531K
McMill Wealth Management 0.15% Add +0.2% 4,844 $527K
Aspiriant, LLC 0.01% No change 4,493 $488K
Lauterbach Financial Advisors, LLC 0.24% Add +46.6% 4,445 $483K
Baron Silver Stevens Financial Advisors, LLC 0.07% Add +3.3% 4,367 $475K
Janney Montgomery Scott LLC 0.00% No change 4,320 $470K
CWA Asset Management Group, LLC 0.02% Add +49.8% 4,297 $467K
Fortress Wealth Management, Inc. 0.21% Add +0.3% 4,265 $464K
Tower Research Capital LLC (TRC) 0.01% Add +67.7% 4,249 $462K
Commerce Bank 0.00% Reduce -4.2% 4,178 $454K
Winebrenner Capital Management LLC 0.32% Add +0.6% 4,071 $443K
Berman McAleer LLC 0.06% — 4,047 $440K
Evoke Wealth, LLC 0.01% Add +30.4% 3,995 $434K
Savvy Advisors, Inc. 0.02% Reduce -1.4% 3,976 $432K
Equity Wealth Partners, LLC 0.35% — 3,960 $430K
Hill Investment Group Partners, LLC 0.05% Reduce -5.8% 3,949 $429K
Belpointe Asset Management LLC 0.02% Reduce -0.5% 3,896 $423K
MAI Capital Management 0.00% Add +18.1% 3,859 $419K
Lutz Financial Services LLC 0.03% Reduce -0.6% 3,781 $411K
Intelligence Driven Advisers, LLC 0.06% No change 3,751 $408K
WESPAC Advisors SoCal, LLC 0.08% Add +4.5% 3,599 $391K
AE Wealth Management LLC 0.00% Add +35.4% 3,582 $389K
Financial Partners Group, Inc 0.05% Add +0.1% 3,539 $385K
International Assets Investment Management, LLC 0.03% No change 3,609 $365K
Harbour Investments, Inc. 0.01% No change 3,282 $357K
Midwest Heritage Bank, FSB 0.12% Add +0.3% 3,214 $349K
Sigma Planning Corp 0.01% Add +0.4% 3,209 $349K
Mather Group, Llc. 0.00% No change 3,143 $342K
Gerber Kawasaki Wealth & Investment Management 0.01% No change 3,132 $340K
Smith & Howard Wealth Management, LLC 0.08% No change 3,066 $333K
Claris Advisors, LLC / Mo / 0.12% No change 3,287 $331K
Seaside Wealth Management, Inc. 0.10% Add +0.3% 3,040 $330K
Avantax Planning Partners, Inc. 0.01% Reduce -5.2% 2,979 $324K
Cypress Wealth Services, LLC 0.05% New 2,944 $320K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,911 $316K
Parkwoods Wealth Partners, LLC 0.11% New 2,849 $310K
Verdence Capital Advisors LLC 0.02% Reduce -5.1% 2,735 $304K
Haven Private, LLC 0.13% Reduce -20.3% 2,774 $302K
Synergy Asset Management, LLC 0.01% New 2,763 $300K
Chapman Financial Group, LLC 0.21% New 2,735 $297K
AssuredPartners Investment Advisors, LLC 0.07% Add +0.3% 2,726 $296K
Avior Wealth Management, LLC 0.01% No change 2,718 $295K
NorthRock Partners, LLC 0.01% Add +2.0% 2,705 $294K
Stockman Wealth Management, Inc. 0.04% New 2,705 $294K
PCG Wealth Advisors, LLC 0.09% New 2,702 $294K
Sowell Financial Services LLC 0.01% No change 2,689 $292K
Bessemer Group Inc. 0.00% No change 2,688 $292K
Dogwood Wealth Management LLC 0.13% Reduce -1.8% 2,682 $291K
Root Financial Partners, LLC 0.02% New 2,679 $291K
Vise Technologies, Inc. 0.01% New 2,679 $291K
Calamos Wealth Management LLC 0.01% No change 2,673 $291K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 2,646 $288K
Choreo, LLC 0.00% No change 2,600 $283K
RCS Financial Planning, LLC 0.12% No change 2,581 $281K
Stonebrook Private Inc. 0.06% Add +0.0% 2,569 $279K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 2,466 $268K
Pinnacle Bancorp, Inc. 0.08% No change 2,450 $266K
Prosperity Financial Group, Inc. 0.10% Reduce -6.5% 2,444 $266K
CRA Financial Services, LLC 0.04% Reduce -3.0% 2,410 $262K
Prosperitas Financial LLC 0.11% Add +17.4% 2,408 $262K
Clark Asset Management, LLC 0.03% Add +3.2% 2,358 $256K
Fortitude Family Office, LLC 0.07% No change 2,275 $247K
Rothschild Investment LLC 0.01% No change 2,275 $247K
Vance Wealth, LLC 0.08% Reduce -4.5% 2,270 $247K
Greenleaf Trust 0.00% New 2,260 $246K
Vickerman Investment Advisors, Inc. 0.05% Reduce -17.3% 2,193 $238K
Kingsview Wealth Management, LLC 0.00% New 2,192 $238K
Creative Capital Management Investments LLC 0.08% No change 2,185 $238K
Landaas & Co. /Wi 0.05% No change 2,142 $233K
Abacus Wealth Partners, LLC 0.03% No change 2,134 $232K
Transcend Capital Advisors, LLC 0.02% Reduce -26.6% 2,120 $230K
Moneta Group Investment Advisors LLC 0.00% No change 2,096 $228K
Factor Wealth Management LTD 0.06% Add +0.1% 2,083 $226K
Elevate Wealth Advisory, Inc. 0.16% Reduce -2.0% 2,071 $225K
Almanack Investment Partners, LLC. 0.03% No change 2,040 $222K
GEM Asset Management, LLC 0.10% Add +0.1% 2,024 $220K
Sandhill Capital Partners LLC 0.02% Reduce -18.7% 2,017 $219K
Mesirow Financial Investment Management, Inc. 0.00% No change 2,007 $218K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.9% 1,969 $214K
Private Wealth Asset Management, LLC 0.03% No change 1,954 $212K
Caprock Group, LLC 0.01% — 1,985 $211K
Citadel Advisors 0.00% Reduce -46.3% 1,854 $202K
Entrewealth, LLC 0.10% New 1,852 $201K
Signaturefd, LLC 0.00% New 1,719 $187K
Salem Investment Counselors Inc. 0.01% No change 1,686 $183K
REAP Financial Group, LLC 0.04% Reduce -1.5% 1,505 $164K
Evolution Wealth Management Inc. 0.14% Add +36.4% 1,281 $139K
Smartleaf Asset Management LLC 0.01% Reduce -48.1% 1,256 $136K
Salomon & Ludwin, LLC 0.01% New 1,168 $128K
TFC Financial Management, Inc. 0.02% No change 1,166 $127K
US Bancorp \de 0.00% Add +497.3% 1,093 $119K
Geneos Wealth Management Inc. 0.00% Add +66.9% 1,063 $116K
Principal Securities, Inc. 0.00% Reduce -2.5% 1,062 $115K
IFP Advisors, Inc 0.00% New 1,046 $114K
Global Wealth Strategies & Associates 0.03% No change 996 $108K
Intelligent Financial Strategies 0.05% Reduce -9.1% 924 $100K
BlackRock, Inc. 0.00% No change 865 $94K
Independence Bank of Kentucky 0.01% New 850 $92K
Comerica Bank 0.00% No change 822 $89K
Asset Dedication, LLC 0.01% Reduce -5.3% 800 $87K
Qube Research & Technologies Ltd 0.00% Reduce -21.7% 755 $82K
Assetmark, Inc. 0.00% Add +116.0% 579 $63K
Frazier Financial Advisors, LLC 0.04% No change 574 $62K
EverSource Wealth Advisors, LLC 0.00% Add +49.4% 535 $58K
CIBC Private Wealth Group LLC 0.00% No change 500 $54K
Wealthspire Advisors, LLC 0.00% New 484 $53K
Trust Co. of Vermont 0.00% New 473 $51K
Minot DeBlois Advisors LLC 0.04% No change 421 $46K
Parkside Financial Bank & Trust 0.00% Add +151.0% 394 $43K
O'shaughnessy Asset Management, LLC 0.00% Add +536.1% 388 $42K
Citigroup Inc. 0.00% Reduce -14.7% 349 $38K
Larson Financial Group LLC 0.00% Reduce -51.5% 312 $34K
Sound Income Strategies, LLC 0.00% Reduce -33.4% 299 $33K
Blue Trust, Inc. 0.00% No change 297 $32K
Harbor Asset Planning, Inc. 0.03% Add +0.3% 284 $31K
Nemes Rush Group LLC 0.00% No change 275 $30K
Spire Wealth Management 0.00% No change 269 $29K
Kings Path Partners LLC 0.01% Add +12.6% 242 $26K
National Bank of Canada 0.00% Reduce -21.5% 219 $24K
Atwood & Palmer Inc. 0.00% No change 183 $20K
Bank of Montreal 0.00% New 182 $20K
Hurley Capital, LLC 0.01% No change 153 $17K
Operose Advisors LLC 0.00% No change 137 $15K
CENTRAL TRUST Co 0.00% Reduce -88.6% 131 $14K
Rialto Wealth Management, LLC 0.00% No change 94 $10K
PFC Capital Group, Inc. 0.00% New 86 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 81 $9K
Centerpoint Advisors, LLC 0.00% New 75 $8K
Exchange Traded Concepts, LLC 0.00% Reduce -98.8% 58 $6K
First United Bank & Trust 0.00% New 45 $5K
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
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 $798
Russell Investments Group, Ltd. 0.00% New 7 $761
DT Investment Partners, LLC 0.00% New 1 $109

"% 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.