Avantis U.S. Equity ETFAVUSETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $203.6M |
| Exits | 24 | $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.