Avantis U.S. Equity ETFAVUSETF
13F holders, Q1 2026 (March 31)557holders +36
49new positions
13sold out
4famous investors
$110.60avg. 13F price*
At the end of Q1 2026, 557 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 36 from Q4 2025. 49 opened new positions and 13 sold out. The largest holders were HB Wealth Management, LLC ($638.7M), American Century Companies Inc. ($460.6M) and Oak Root LLC ($323.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $407.7M |
| Exits | 13 | $20.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,862,817 shares bought and 38,269,068 shares sold, net −28,406,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| HB Wealth Management, LLC | 4.14% | Add +9.4% | 5,744,706 | $638.7M |
| American Century Companies Inc. | 0.24% | Add +8.7% | 4,143,011 | $460.6M |
| Oak Root LLC | 39.40% | No change | 2,905,949 | $323.1M |
| LPL Financial LLC | 0.07% | Add +3.3% | 2,388,713 | $265.6M |
| Maseco LLP | 8.15% | New | 2,338,277 | $259.9M |
| Focus Partners Wealth | 0.26% | Reduce -1.1% | 1,958,899 | $232.7M |
| Annex Advisory Services, LLC | 4.02% | Reduce -21.7% | 1,929,071 | $214.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +8.7% | 1,831,442 | $203.6M |
| HighTower Advisors, LLC | 0.19% | Reduce -3.8% | 1,612,702 | $179.3M |
| Financial Plan, Inc. | 16.62% | Add +4.4% | 1,393,958 | $155.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +22.2% | 1,353,972 | $150.5M |
| Corient Private Wealth LP | 0.21% | Add +17.9% | 1,338,377 | $148.8M |
| Great Point Wealth Advisors, LLC | 23.50% | Add +2.0% | 1,144,864 | $127.3M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -2.1% | 1,090,378 | $121.2M |
| Traphagen Investment Advisors LLC | 9.49% | Reduce -15.9% | 1,053,744 | $117.2M |
| Modera Wealth Management, LLC | 1.37% | Add +3.4% | 1,027,703 | $114.3M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -2.1% | 994,329 | $110.5M |
| Morgan Stanley | 0.01% | Reduce -2.1% | 973,398 | $108.2M |
| Creative Planning | 0.07% | Reduce -1.6% | 969,480 | $107.8M |
| Quantum Financial Advisors, LLC | 10.95% | Reduce -28.8% | 878,146 | $97.6M |
| Bank of America Corp. | 0.01% | Add +91.3% | 875,159 | $97.3M |
| Bridgewater Advisors Inc. | 5.67% | Add +8.8% | 762,310 | $95.3M |
| Raymond James Financial Inc. | 0.03% | Add +25.4% | 829,852 | $92.3M |
| Park Avenue Securities LLC | 0.70% | Add +10.8% | 806,679 | $89.7M |
| RVW Wealth, LLC | 6.95% | Reduce -2.4% | 802,554 | $89.2M |
| Bank of New York Mellon Corp | 0.02% | Add +11.0% | 781,758 | $86.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +22.2% | 753,152 | $83.7M |
| McLean Asset Management Corp | 14.42% | Add +9.5% | 741,463 | $82.4M |
| Werba Rubin Papier Wealth Management | 11.35% | New | 733,306 | $81.5M |
| B&D White Capital Company, LLC | 10.07% | Reduce -2.4% | 732,440 | $81.4M |
| BCR Wealth Strategies, LLC | 24.36% | Add +2.7% | 698,997 | $77.7M |
| Simplicity Wealth,LLC | 4.35% | Reduce -1.3% | 689,828 | $76.7M |
| Cresset Asset Management, LLC | 0.31% | Add +0.8% | 651,947 | $72.5M |
| SC&H Financial Advisors, Inc. | 10.66% | Add +1.3% | 635,792 | $70.7M |
| Rockwood Wealth Management, LLC | 4.89% | Add +6.7% | 614,490 | $68.3M |
| Caliber Wealth Management, LLC / KS | 7.37% | Add +7.0% | 605,425 | $67.3M |
| Cetera Investment Advisers | 0.07% | Add +15.5% | 578,875 | $64.4M |
| Plancorp, LLC | 1.74% | Add +1.1% | 527,925 | $61.3M |
| Savant Capital, LLC | 0.29% | Add +39.1% | 539,582 | $60.0M |
| McGlone Suttner Wealth Management, Inc. | 7.69% | Add +1.3% | 522,317 | $58.1M |
| Accredited Investor Services, LLC | 36.87% | Add +4.9% | 516,537 | $57.4M |
| WMG Financial Advisors, LLC | 23.26% | Reduce -0.1% | 501,509 | $55.8M |
| CPC Advisors, LLC | 8.86% | Add +0.7% | 491,240 | $54.6M |
| OneDigital Investment Advisors LLC | 0.53% | Reduce -0.2% | 487,207 | $54.2M |
| Leo Wealth, LLC | 3.81% | Reduce -2.5% | 471,880 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -24.4% | 455,156 | $51.0M |
| Strategic Blueprint, LLC | 2.90% | Reduce -3.6% | 448,633 | $49.9M |
| World Investment Advisors | 0.79% | Add +6.7% | 441,517 | $49.1M |
| Geometric Wealth Advisors | 6.07% | Add +12.9% | 436,101 | $48.5M |
| Red Lighthouse Investment Management, LLC | 16.26% | Add +0.9% | 433,053 | $48.1M |
| WCG Wealth Advisors LLC | 1.34% | Add +0.7% | 431,250 | $47.9M |
| Disciplina Capital Management LLC | 5.04% | Reduce -2.5% | 428,123 | $47.6M |
| Awm Capital, LLC | 4.28% | Reduce -0.9% | 425,360 | $47.3M |
| Waverly Advisors, LLC | 0.34% | Add +3.1% | 412,735 | $45.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +5.3% | 410,745 | $45.7M |
| Raffa Wealth Management, LLC | 6.98% | Add +3.6% | 402,092 | $44.7M |
| Tortoise Investment Management, LLC | 3.60% | Add +9.1% | 392,287 | $43.6M |
| Focus Partners Advisor Solutions, LLC | 0.43% | Add +24.5% | 380,902 | $42.3M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +7.7% | 380,203 | $42.3M |
| Mattern Wealth Management LLC | 7.97% | Add +1.0% | 367,705 | $40.9M |
| BSW Wealth Partners | 4.96% | Add +0.6% | 365,474 | $40.6M |
| Legacy Financial Group, Inc. | 10.68% | Add +3.7% | 363,360 | $40.4M |
| Correct Capital Wealth Management | 7.52% | Add +1247.7% | 362,493 | $40.3M |
| Indivisible Partners | 3.55% | Add +3.7% | 360,670 | $40.1M |
| Arcadia Wealth Management, Inc. | 21.62% | Add +7.1% | 359,269 | $39.9M |
| Gradient Investments LLC | 0.62% | Add +19.7% | 357,756 | $39.8M |
| Glenview Trust Co | 0.61% | Reduce -5.6% | 350,326 | $38.9M |
| Retirement Financial Solutions, LLC | 10.68% | Add +0.8% | 335,974 | $37.4M |
| Highland Financial Advisors, LLC | 9.84% | Add +8.1% | 335,193 | $37.3M |
| Align Financial, LLC | 21.06% | Reduce -99.1% | 333,253 | $37.1M |
| CVA Family Office, LLC | 3.64% | Add +19.0% | 310,746 | $34.5M |
| Signature Resources Capital Management, LLC | 16.36% | Add +14.3% | 310,523 | $34.5M |
| JRM Investment Counsel, LLC | 9.26% | Reduce -3.5% | 310,296 | $34.5M |
| Hutchens & Kramer Investment Management Group, LLC | 10.53% | Add +8.6% | 299,681 | $33.3M |
| MML Investors Services, LLC | 0.09% | Reduce -10.5% | 299,518 | $33.3M |
| Ameriprise Financial Inc. | 0.01% | Add +95.8% | 284,129 | $31.6M |
| HTG Investment Advisors, Inc. | 8.78% | Add +14.8% | 276,823 | $30.8M |
| Gateway Wealth Partners, LLC | 1.18% | Add +131.1% | 272,522 | $30.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.0% | 269,036 | $29.9M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 275,082 | $29.7M |
| Burton Enright Welch | 4.01% | Add +5.8% | 265,535 | $29.5M |
| Continuum Wealth Advisors, LLC | 12.08% | Reduce -3.3% | 261,916 | $29.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +7655.5% | 249,495 | $27.7M |
| Zhang Financial LLC | 0.93% | Add +13.7% | 242,233 | $26.9M |
| Chicago Partners Investment Group LLC | 0.60% | Add +2.1% | 222,642 | $26.9M |
| Tandemgrowth Financial Advisors LLC | 25.22% | Reduce -22.8% | 240,833 | $26.8M |
| Sensenig Capital Advisors, Inc | 27.22% | Reduce -1.5% | 238,838 | $26.6M |
| Websterrogers Financial Advisors, LLC | 7.56% | Reduce -6.7% | 237,607 | $26.4M |
| Osaic Holdings, Inc. | 0.04% | Add +12.1% | 237,152 | $26.4M |
| WorthPointe, LLC | 6.87% | Reduce -15.9% | 226,547 | $25.2M |
| Oak Wealth Advisors LLC | 13.65% | Add +5.6% | 223,453 | $24.8M |
| LexAurum Advisors, LLC | 3.11% | — | 214,512 | $23.8M |
| Trellis Wealth Advisors LLC | 8.71% | Reduce -0.2% | 205,746 | $22.9M |
| Torren Management, LLC | 10.91% | Add +1.0% | 197,066 | $21.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.10% | Reduce -49.8% | 195,625 | $21.8M |
| Cardiff Park Advisors, LLC | 1.74% | Add +10.3% | 195,220 | $21.7M |
| Greenspring Advisors, LLC | 1.30% | Reduce -0.9% | 192,256 | $21.4M |
| Passive Capital Management, LLC. | 6.23% | Reduce -0.2% | 187,708 | $20.9M |
| Apella Capital, LLC | 0.31% | Reduce -0.4% | 172,697 | $20.8M |
| Arq Wealth Advisors, LLC | 3.60% | Add +11.3% | 179,647 | $20.0M |
| Tanager Wealth Management LLP | 1.92% | Reduce -1.5% | 178,650 | $19.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 177,377 | $19.7M |
| Freedom Financial Partners LLC | 6.89% | Reduce -4.7% | 174,097 | $19.4M |
| FMB Wealth Management | 7.78% | Add +11.2% | 169,159 | $18.8M |
| Acropolis Investment Management, LLC | 0.83% | Add +2.5% | 167,996 | $18.7M |
| Mariner, LLC | 0.02% | Add +3.2% | 167,277 | $18.6M |
| Kestra Investment Management, LLC | 0.30% | Add +106.8% | 158,988 | $17.7M |
| Trace Wealth Advisors, LLC | 13.13% | Reduce -4.2% | 157,604 | $17.5M |
| Anderson Hoagland & Co. | 1.50% | Add +32.7% | 156,513 | $17.4M |
| Allworth Financial LP | 0.07% | Reduce -3.6% | 154,672 | $17.2M |
| Trajan Wealth LLC | 0.69% | Reduce -0.7% | 153,449 | $17.1M |
| CoreCap Advisors, LLC | 0.58% | Add +4.3% | 152,981 | $17.0M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 152,917 | $17.0M |
| SJS Investment Consulting Inc. | 1.91% | Add +28.2% | 140,466 | $15.6M |
| REDW Wealth LLC | 6.10% | Reduce -6.6% | 137,516 | $15.3M |
| Planwiser Financial, LLC | 10.96% | Add +1.9% | 127,513 | $15.1M |
| MCF Advisors LLC | 0.66% | Reduce -5.4% | 135,465 | $15.1M |
| Flagstone Financial Management | 3.72% | Add +0.8% | 134,767 | $15.0M |
| McCartney Wealth Management LLC | 12.46% | Add +2.2% | 133,070 | $14.8M |
| Orion Capital Management LLC | 5.07% | Add +3.4% | 132,228 | $14.7M |
| Fonville Wealth Management LLC | 2.79% | Add +2.1% | 132,050 | $14.7M |
| Grand Wealth Management, LLC | 6.78% | Add +0.3% | 129,640 | $14.4M |
| Kwmg, LLC | 1.17% | Add +2.2% | 126,085 | $14.0M |
| Summit Portfolio Management, LTD. | 8.82% | — | 123,280 | $13.7M |
| Madrid Wealth Management, LLC | 10.28% | Add +12.6% | 122,613 | $13.6M |
| Concurrent Investment Advisors, LLC | 0.15% | New | 122,596 | $13.6M |
| Sax Wealth Advisors, LLC | 0.66% | Reduce -0.1% | 121,625 | $13.6M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 121,668 | $13.5M |
| My Personal CFO, LLC | 5.71% | Reduce -5.5% | 117,189 | $13.0M |
| Family Office Research LLC | 5.43% | Add +0.9% | 112,381 | $12.5M |
| Magnolia Private Wealth, LLC | 8.16% | Add +628.3% | 765,486 | $12.3M |
| Meredith Wealth Planning | 3.31% | Add +22.7% | 109,999 | $12.2M |
| Clarity Capital Advisors, LLC | 5.67% | Add +2.1% | 109,434 | $12.2M |
| Wilkerson Advisory Group LLC | 4.06% | Add +2.9% | 106,350 | $11.8M |
| Heirloom Wealth Management | 2.10% | Add +30.2% | 104,631 | $11.6M |
| Bull Oak Capital, LLC | 4.37% | Reduce -0.5% | 102,213 | $11.4M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +18.9% | 102,182 | $11.4M |
| Wheels Up Wealth, Inc. | 10.61% | Add +2.5% | 101,485 | $11.3M |
| Generations Wealth, LLC | 10.76% | Add +3.0% | 99,689 | $11.1M |
| marrick wealth, LLC | 9.03% | Add +0.8% | 96,635 | $10.7M |
| Wedmont Private Capital | 0.34% | Add +0.3% | 92,022 | $10.6M |
| Annandale Capital, LLC | 1.73% | No change | 94,819 | $10.5M |
| HUB Investment Partners, LLC | 0.25% | New | 92,573 | $10.3M |
| Quantinno Capital Management LP | 0.02% | Add +24.0% | 91,993 | $10.2M |
| Financial Symmetry Inc | 3.58% | Add +8.8% | 82,435 | $10.1M |
| Outbound Financial Inc | 7.33% | Reduce -0.2% | 87,896 | $9.8M |
| Strategic Financial Planning, Inc. | 5.68% | New | 200,814 | $9.7M |
| Parkshore Wealth Management, Inc. | 3.17% | Reduce -1.4% | 85,301 | $9.5M |
| Herold Advisors, Inc. | 2.06% | Add +5.1% | 84,322 | $9.4M |
| Lakeridge Wealth Management LLC | 3.96% | Add +9.9% | 82,839 | $9.2M |
| Lantern Wealth Advisors, LLC | 4.71% | Add +0.7% | 82,639 | $9.2M |
| Atlas Wealth LLC | 3.64% | Add +0.9% | 82,354 | $9.2M |
| UBS Group AG | 0.00% | Add +28.9% | 81,862 | $9.1M |
| Cloud Capital Management, LLC | 3.90% | Add +29.4% | 80,467 | $8.9M |
| ARK & TLK Investments, LLC | 2.40% | Add +34.9% | 79,640 | $8.9M |
| LRI Investments, LLC | 0.78% | Reduce -1.6% | 79,583 | $8.8M |
| Owl Creek Wealth Partners LLC | 3.14% | — | 79,341 | $8.8M |
| Northwest Wealth Management, LLC | 1.31% | Reduce -1.1% | 78,609 | $8.7M |
| IHT Wealth Management, LLC | 0.20% | Reduce -4.2% | 78,600 | $8.7M |
| Bayshore Asset Management, LLC | 3.44% | Add +9.0% | 77,825 | $8.7M |
| Fiduciary Financial Advisors | 7.71% | — | 77,728 | $8.6M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -1.4% | 77,113 | $8.6M |
| Ausdal Financial Partners, Inc. | 0.38% | Add +5.4% | 76,677 | $8.5M |
| Sollinda Capital Management LLC | 2.07% | Add +2.7% | 76,550 | $8.5M |
| Jones Financial Companies LLLP | 0.00% | Add +64.6% | 78,017 | $8.5M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -43.8% | 75,466 | $8.4M |
| Sage Rhino Capital LLC | 1.54% | Reduce -6.5% | 73,804 | $8.2M |
| Buttonwood Financial Group, LLC | 5.00% | Add +15.2% | 73,135 | $8.1M |
| Ehrlich Financial Group | 4.62% | Add +9.9% | 72,330 | $8.0M |
| Echo Wealth Management, LLC | 4.62% | Reduce -10.4% | 72,143 | $8.0M |
| Quarry Hill Advisors, LLC | 3.29% | Add +11.2% | 66,376 | $8.0M |
| Betterment LLC | 0.01% | Add +1.7% | 71,370 | $7.9M |
| Versant Capital Management, Inc | 0.78% | Add +8.6% | 70,830 | $7.9M |
| VestGen Advisors, LLC | 0.22% | Reduce -9.3% | 63,165 | $7.9M |
| Endeavor Private Wealth, Inc. | 2.25% | Reduce -2.2% | 70,480 | $7.8M |
| Vannoy Advisory Group, Inc. | 4.94% | No change | 70,142 | $7.8M |
| Curio Wealth, LLC | 2.59% | Add +2.4% | 68,250 | $7.6M |
| Brio Consultants, LLC | 0.91% | Reduce -1.6% | 60,319 | $7.4M |
| Integrity Investment Advisors, LLC | 4.00% | Add +5.0% | 66,320 | $7.4M |
| MN Wealth Advisors, LLC | 3.59% | Add +2.3% | 66,290 | $7.4M |
| Sterneck Capital Management, LLC | 3.31% | Add +4.0% | 66,267 | $7.4M |
| 3 Factor Indexing, LLC | 6.95% | — | 66,224 | $7.4M |
| Cerity Partners LLC | 0.01% | New | 66,103 | $7.3M |
| Capital Group Private Client Services, Inc. | 0.12% | Add +0.2% | 62,241 | $6.9M |
| Ariadne Wealth Management, LP | 3.10% | Add +3.8% | 62,185 | $6.9M |
| Visionary Horizons, LLC | 3.34% | Add +1.7% | 60,927 | $6.8M |
| Symmetry Partners, LLC | 0.39% | Reduce -3.4% | 60,634 | $6.7M |
| Auxano Advisors, LLC | 1.30% | Reduce -10.1% | 58,413 | $6.5M |
| Approach Retirement Advisors, LLC | 5.31% | Add +2.0% | 57,446 | $6.4M |
| Ridgeline Wealth, LLC | 4.48% | Add +1.9% | 56,267 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -22.6% | 56,011 | $6.2M |
| Prosperity Planning, Inc. | 2.24% | Add +8.3% | 55,838 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.1% | 55,039 | $6.1M |
| Morling Financial Advisors, LLC | 1.87% | Add +0.0% | 54,498 | $6.1M |
| AlphaCore Capital LLC | 0.14% | Reduce -0.4% | 53,644 | $6.0M |
| SFG Wealth Management, LLC. | 2.43% | Reduce -6.9% | 53,164 | $5.9M |
| Gotham Asset Management | 0.02% | Add +4.7% | 52,878 | $5.9M |
| Eaton-Cambridge Inc. | 1.80% | Add +4.6% | 51,742 | $5.8M |
| AQR Capital Management | 0.00% | Add +9.6% | 50,862 | $5.7M |
| Valued Wealth Advisors LLC | 2.23% | Add +96.5% | 49,511 | $5.5M |
| S&A Financial Services, Inc. | 3.75% | — | 49,112 | $5.5M |
| Cypress Point Wealth Management, LLC | 1.17% | Reduce -2.5% | 48,760 | $5.4M |
| Fielder Capital Group LLC | 1.17% | Add +17.4% | 48,389 | $5.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.11% | Reduce -3.2% | 47,888 | $5.3M |
| Mattson Financial Services, LLC | 1.27% | Add +1.9% | 47,882 | $5.3M |
| Holcombe Financial, Inc. | 3.03% | Add +25.0% | 46,432 | $5.2M |
| Integrity Wealth Solutions LLC | 2.01% | Add +2.0% | 46,054 | $5.1M |
| L & S Advisors Inc | 0.64% | Add +0.1% | 45,820 | $5.1M |
| True Wealth Design, LLC | 1.33% | Add +6.0% | 43,254 | $4.8M |
| Summit Wealth Partners, LLC | 0.75% | Reduce -6.7% | 42,556 | $4.7M |
| Bannerman Wealth Management Group, LLC | 3.14% | Reduce -0.9% | 41,931 | $4.7M |
| Lane Brothers & Co. Inc. | 3.38% | Reduce -9.7% | 41,715 | $4.6M |
| Physician Wealth Solutions Inc. | 1.90% | Add +11.4% | 41,177 | $4.6M |
| North Ridge Wealth Advisors, Inc. | 2.56% | Reduce -1.5% | 40,954 | $4.6M |
| Vicus Capital | 0.33% | Add +40.7% | 40,867 | $4.5M |
| BLVD Private Wealth, LLC | 3.89% | Reduce -8.2% | 40,254 | $4.5M |
| Riverchase Wealth Management, LLC | 2.25% | Add +5.5% | 38,926 | $4.3M |
| KWB Wealth | 0.42% | No change | 37,588 | $4.2M |
| Tillman Hartley LLC | 1.04% | Reduce -6.0% | 37,413 | $4.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +3.1% | 36,631 | $4.1M |
| Ruedi Wealth Management, Inc. | 1.02% | Add +0.1% | 35,610 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.4% | 35,310 | $3.9M |
| Ares Financial Consulting, LLC | 3.01% | Add +0.4% | 34,247 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -1.4% | 32,770 | $3.6M |
| UMB Bank, n.a. | 0.05% | Add +141.4% | 32,710 | $3.6M |
| Triune Financial Partners, LLC | 0.86% | Add +0.2% | 32,605 | $3.6M |
| Cogent Private Wealth, Inc. | 2.56% | Add +3.2% | 31,863 | $3.5M |
| Bison Wealth, LLC | 0.34% | Reduce -0.5% | 27,994 | $3.5M |
| Andrews, Lucia Wealth Management LLC | 2.06% | Add +157.0% | 30,957 | $3.4M |
| Forum Financial Management, LP | 0.05% | Reduce -4.6% | 30,745 | $3.4M |
| SageView Advisory Group, LLC | 0.12% | Add +2.3% | 30,709 | $3.4M |
| Coldstream Capital Management Inc. | 0.04% | New | 30,702 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -0.8% | 29,743 | $3.3M |
| Voisard Asset Management Group, Inc. | 0.71% | Add +3.5% | 29,727 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 29,717 | $3.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +139.8% | 28,630 | $3.2M |
| Elevation Wealth Partners, LLC | 1.13% | Reduce -2.9% | 28,335 | $3.2M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -1.6% | 28,031 | $3.1M |
| Burk Holdings LLC | 1.32% | Add +12.9% | 27,664 | $3.1M |
| Clear Harbor Asset Management, LLC | 0.21% | Add +5.3% | 27,662 | $3.1M |
| Silverlake Wealth Management LLC | 0.64% | Reduce -5.2% | 27,269 | $3.0M |
| Altar Rock LLC | 3.55% | Add +2.0% | 27,220 | $3.0M |
| Northern Trust Corp. | 0.00% | Add +775.4% | 27,068 | $3.0M |
| Acorn Financial Advisory Services Inc. | 0.41% | Reduce -83.1% | 26,869 | $3.0M |
| RAM Investment Partners, LLC | 0.52% | No change | 26,710 | $3.0M |
| Modern Wealth Management, LLC | 0.05% | Add +0.5% | 26,334 | $2.9M |
| Arax Advisory Partners | 0.08% | Reduce -56.6% | 26,360 | $2.9M |
| Maimon Wealth Management LTD. | 2.54% | Reduce -0.2% | 26,722 | $2.9M |
| Austin Wealth Management, LLC | 0.65% | Add +124.0% | 25,285 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -64.3% | 25,252 | $2.8M |
| Savvy Advisors, Inc. | 0.07% | Add +53.3% | 25,047 | $2.8M |
| Canvas Wealth Advisors, LLC | 0.47% | Reduce -28.6% | 24,792 | $2.8M |
| J. Team Financial, Inc. | 3.09% | Reduce -18.7% | 24,779 | $2.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | Reduce -14.9% | 24,042 | $2.7M |
| Invariant Investment Management | 1.64% | Add +4.9% | 22,949 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.9% | 23,741 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -1.0% | 24,284 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 23,575 | $2.6M |
| Earned Wealth Advisors, LLC | 0.18% | Add +1.2% | 23,567 | $2.6M |
| XY Planning Network, Inc. | 0.42% | Add +19.9% | 23,307 | $2.6M |
| Morris Financial Concepts, Inc. | 0.86% | Add +3.4% | 22,875 | $2.5M |
| Facet Wealth, Inc. | 0.04% | Add +3.4% | 22,526 | $2.5M |
| Kane Co Wealth Management, Inc. | 2.08% | Add +15.9% | 22,175 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 21,844 | $2.4M |
| Kavar Capital Partners Group, LLC | 0.30% | Add +36.3% | 21,831 | $2.4M |
| Certified Advisory Corp | 0.21% | Add +6.9% | 21,023 | $2.3M |
| Life Planning Partners, Inc | 1.78% | Add +4.1% | 20,999 | $2.3M |
| Private Wealth Management Group, LLC | 0.61% | No change | 20,826 | $2.3M |
| Nwam LLC | 0.13% | Add +41.2% | 20,739 | $2.3M |
| Capstone Wealth Management, Inc. | 1.92% | Add +69.5% | 20,209 | $2.3M |
| Sunpointe, LLC | 0.74% | No change | 20,397 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Add +89.6% | 19,142 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 19,232 | $2.1M |
| SwitchPoint Financial Planning, LLC | 1.36% | No change | 17,977 | $2.0M |
| Pacific Asset Management, LLC | 1.08% | Add +1.3% | 17,449 | $1.9M |
| Beacon Financial Group | 0.19% | Reduce -0.9% | 17,336 | $1.9M |
| Evanson Asset Management, LLC | 0.10% | Add +0.1% | 17,245 | $1.9M |
| CGN Advisors LLC | 0.15% | Add +0.5% | 17,009 | $1.9M |
| Cozad Asset Management Inc. | 0.14% | Reduce -2.7% | 16,593 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -51.1% | 16,474 | $1.8M |
| Seed Wealth Management, Inc. | 1.24% | Reduce -0.5% | 16,225 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -0.9% | 16,038 | $1.8M |
| Western Reserve Capital Management, LLC | 1.46% | Add +25.6% | 15,981 | $1.8M |
| M Holdings Securities, Inc. | 0.12% | Add +21.2% | 15,965 | $1.8M |
| Revolve Wealth Partners, LLC | 0.23% | Reduce -2.9% | 15,952 | $1.8M |
| Trailhead Planners LLC | 1.70% | Add +1.1% | 15,936 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.8% | 15,698 | $1.7M |
| Hardin Capital Partners, LLC | 0.81% | Add +6.6% | 15,647 | $1.7M |
| Lam Group, Inc. | 0.95% | Add +17.3% | 15,550 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 15,059 | $1.7M |
| Aspen Capital Management, LLC | 0.40% | No change | 14,662 | $1.6M |
| Waterfront Wealth Inc. | 0.30% | Reduce -1.1% | 14,650 | $1.6M |
| Wealth Management Partners, LLC | 0.46% | Add +17.3% | 14,526 | $1.6M |
| Regatta Capital Group, LLC | 0.24% | Add +0.2% | 14,393 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -49.4% | 14,370 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -8.4% | 14,142 | $1.6M |
| Cooper/Haims Advisors, LLC | 0.74% | Add +0.2% | 14,074 | $1.6M |
| Brown Financial Advisors | 0.58% | Add +27.8% | 13,829 | $1.5M |
| Citizens & Northern Corp. | 0.38% | No change | 13,829 | $1.5M |
| Atala Financial Inc | 1.03% | No change | 13,650 | $1.5M |
| Frankly Finances, LLC | 1.38% | Add +80.9% | 13,720 | $1.5M |
| Paladin Wealth, LLC | 1.04% | Add +18.4% | 13,573 | $1.5M |
| Avant Financial Advisors LLC | 1.06% | Add +0.8% | 13,527 | $1.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.67% | Add +0.0% | 13,437 | $1.5M |
| Abel Hall, LLC | 0.31% | Add +0.1% | 13,176 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 12,822 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 12,767 | $1.4M |
| HRT Financial LP | 0.00% | New | 12,705 | $1.4M |
| M Wealth Management, LLC | 1.17% | Reduce -1.1% | 12,502 | $1.4M |
| Trustmark Bank Trust Department | 0.09% | Reduce -5.5% | 12,250 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 11,905 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.53% | No change | 11,888 | $1.3M |
| Uptick Partners, LLC | 0.26% | Add +70.9% | 11,866 | $1.3M |
| AGH Wealth Advisors, LLC | 0.96% | Add +4.0% | 11,754 | $1.3M |
| Parcion Private Wealth LLC | 0.08% | No change | 11,602 | $1.3M |
| Pinnacle Financial Group, LLC / IL | 0.34% | Add +103.6% | 11,295 | $1.3M |
| Element Wealth, LLC | 0.52% | Add +27.6% | 11,254 | $1.3M |
| Collective Family Office LLC | 0.28% | Reduce -3.0% | 11,236 | $1.2M |
| Sanchez Levi Garrett | 0.78% | — | 11,171 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.2% | 11,008 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +10.8% | 10,821 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.39% | Add +0.2% | 10,879 | $1.2M |
| Lauterbach Financial Advisors, LLC | 0.56% | Add +83.7% | 10,238 | $1.1M |
| IF Advisors, LLC | 0.78% | New | 9,977 | $1.1M |
| Aurelius Family Office LLC | 0.48% | Reduce -1.8% | 9,876 | $1.1M |
| Prospect Financial Group LLC | 1.00% | Add +0.0% | 9,719 | $1.1M |
| Cibc World Market Inc. | 0.00% | New | 9,635 | $1.1M |
| Truepoint, Inc. | 0.02% | Add +20.5% | 9,451 | $1.1M |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,450 | $1.1M |
| Baker Boyer National Bank | 0.31% | No change | 9,297 | $1.0M |
| Kelman-Lazarov, Inc. | 0.15% | New | 9,243 | $1.0M |
| FMR LLC | 0.00% | Add +29.8% | 9,210 | $1.0M |
| Heritage Wealth Management, Inc. | 0.57% | Add +20.4% | 9,178 | $1.0M |
| Private Trust Co. NA | 0.09% | No change | 9,019 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,998 | $1.0M |
| Trademark Financial Management, LLC | 0.49% | Add +1.7% | 8,950 | $995K |
| Cornerstone Capital, Inc. | 0.10% | No change | 8,940 | $994K |
| Aprio Wealth Management, LLC | 0.05% | Add +1.9% | 8,812 | $980K |
| North Capital, Inc. | 0.83% | Add +0.1% | 8,805 | $979K |
| Knightsbridge Asset Management, LLC | 0.13% | Reduce -4.7% | 8,797 | $978K |
| Strathmore Capital Advisors, Inc. | 0.28% | Add +15.2% | 8,047 | $975K |
| Merit Financial Group, LLC | 0.01% | New | 8,748 | $973K |
| TFO Wealth Partners, LLC | 0.13% | New | 8,571 | $953K |
| Factor Wealth Management LTD | 0.17% | Reduce -26.7% | 8,142 | $905K |
| Diversified Portfolios, Inc. | 0.07% | Add +34.0% | 7,900 | $878K |
| FAS Wealth Partners, Inc. | 0.05% | Add +1.3% | 7,604 | $845K |
| DBK Financial Counsel, LLC | 0.64% | Add +0.0% | 7,592 | $844K |
| Wealth Management Nebraska | 0.09% | Reduce -2.7% | 7,566 | $841K |
| Mayport, LLC | 0.15% | New | 7,457 | $829K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 7,421 | $825K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Reduce -19.6% | 7,406 | $823K |
| Saxony Capital Management, LLC | 0.48% | No change | 7,399 | $823K |
| Evoke Wealth, LLC | 0.02% | Add +141.3% | 7,394 | $822K |
| Monument Group Wealth Advisors, LLC | 0.45% | No change | 7,305 | $812K |
| Truist Financial Corp. | 0.00% | Add +4.3% | 7,258 | $807K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -29.8% | 7,115 | $791K |
| Compound Planning, Inc. | 0.02% | No change | 6,933 | $771K |
| Brown Advisory Inc. | 0.00% | No change | 6,906 | $768K |
| Jordan Park Group LLC | 0.04% | No change | 6,898 | $767K |
| Oakwell Private Wealth Management, LLC | 0.14% | No change | 6,809 | $757K |
| BIP Wealth, LLC | 0.03% | Add +106.1% | 6,755 | $751K |
| Arista Wealth Management, LLC | 0.09% | Reduce -3.4% | 6,753 | $751K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.0% | 6,752 | $751K |
| Keb Asset Management, LLC | 0.14% | Add +0.1% | 6,601 | $734K |
| Ieq Capital, LLC | 0.00% | Add +0.2% | 6,447 | $717K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.4% | 6,237 | $693K |
| Poinciana Advisors Group, LLC | 0.55% | Add +0.1% | 6,225 | $692K |
| Brighton Jones LLC | 0.01% | New | 6,054 | $673K |
| Mutual Advisors, LLC | 0.01% | Add +1.3% | 5,991 | $666K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.1% | 5,984 | $665K |
| L.K. Benson & Company, P.C. | 0.22% | Add +0.2% | 5,897 | $656K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +126.4% | 5,677 | $639K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.3% | 5,653 | $628K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,594 | $622K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.0% | 5,546 | $617K |
| Angeles Wealth Management, LLC | 0.03% | No change | 5,505 | $612K |
| Cauble & Harre Wealth Management, Inc. | 0.48% | Add +114.1% | 4,850 | $604K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.4% | 5,266 | $586K |
| Foundry Financial LLC | 0.25% | Add +4.9% | 5,249 | $584K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,209 | $579K |
| Belpointe Asset Management LLC | 0.02% | Add +32.6% | 5,167 | $574K |
| Yardley Wealth Management LLC | 0.29% | No change | 5,123 | $570K |
| Jackson Thornton Wealth Management, LLC | 0.05% | No change | 4,851 | $563K |
| RCS Financial Planning, LLC | 0.29% | Add +87.5% | 5,031 | $559K |
| Oceanside Advisors LLC | 0.32% | Add +2.2% | 4,996 | $555K |
| Pioneer Wealth Management Group | 0.15% | New | 4,970 | $553K |
| Alpha Financial Advisors, LLC | 0.17% | No change | 4,929 | $548K |
| Accredited Investors Inc. | 0.03% | New | 4,920 | $547K |
| McMill Wealth Management | 0.14% | Reduce -1.1% | 4,889 | $544K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -6.6% | 4,870 | $541K |
| BlackRock, Inc. | 0.00% | Add +139.0% | 4,790 | $533K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +1.0% | 4,786 | $532K |
| Tranquility Partners, LLC | 0.20% | Add +1.9% | 4,704 | $523K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 4,690 | $521K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,301 | $519K |
| Hexagon Capital Partners LLC | 0.08% | New | 4,657 | $518K |
| Avestar Capital, LLC | 0.03% | Add +3.3% | 4,549 | $506K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +22.8% | 4,529 | $504K |
| Aspiriant, LLC | 0.01% | No change | 4,493 | $500K |
| Paul R. Ried Financial Group, LLC | 0.22% | Add +137.1% | 4,343 | $483K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,320 | $480K |
| Inspire Advisors, LLC | 0.04% | New | 4,267 | $474K |
| Lutz Financial Services LLC | 0.03% | Add +4.7% | 4,234 | $471K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 4,229 | $470K |
| Magnus Financial Group LLC | 0.04% | Reduce -77.8% | 4,214 | $468K |
| Commerce Bank | 0.00% | No change | 4,150 | $461K |
| Winebrenner Capital Management LLC | 0.29% | Add +0.9% | 4,123 | $458K |
| Well Done, LLC | 0.07% | Reduce -0.7% | 4,067 | $452K |
| Hill Investment Group Partners, LLC | 0.05% | No change | 3,872 | $430K |
| MAI Capital Management | 0.00% | No change | 3,832 | $426K |
| Cardinal Point Capital Management ULC | 0.03% | New | 3,829 | $426K |
| Equity Wealth Partners, LLC | 0.28% | Reduce -0.6% | 3,828 | $426K |
| Intelligence Driven Advisers, LLC | 0.07% | No change | 3,751 | $417K |
| Belleair Asset Management, LLC | 0.37% | No change | 3,669 | $408K |
| 55 North Private Wealth, LLC | 0.10% | No change | 3,663 | $407K |
| Sandhill Capital Partners LLC | 0.03% | Add +20.5% | 3,636 | $404K |
| William Mack & Associates, Inc. | 0.23% | Reduce -28.1% | 3,632 | $404K |
| AE Wealth Management LLC | 0.00% | Reduce -61.6% | 3,592 | $399K |
| MeadowBrook Investment Advisors LLC | 0.35% | New | 3,530 | $392K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.3% | 3,490 | $391K |
| Harbour Investments, Inc. | 0.01% | Add +5.0% | 3,445 | $383K |
| Tortuga Wealth Management, Inc | 0.34% | Reduce -1.9% | 3,300 | $367K |
| Austin Asset Management Co Inc | 0.06% | Add +2.2% | 3,299 | $367K |
| Seaside Wealth Management, Inc. | 0.10% | Add +8.2% | 3,298 | $367K |
| Claris Advisors, LLC / Mo / | 0.11% | Add +0.1% | 3,296 | $366K |
| Midwest Heritage Bank, FSB | 0.12% | No change | 3,223 | $358K |
| Stonebrook Private Inc. | 0.08% | Add +26.3% | 3,217 | $358K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $349K |
| American Trust | 0.03% | New | 3,143 | $349K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 3,066 | $341K |
| Pasadena Private Wealth, LLC | 0.05% | New | 3,032 | $337K |
| Parkwoods Wealth Partners, LLC | 0.08% | No change | 3,026 | $336K |
| Summit Financial, LLC | 0.00% | New | 3,025 | $336K |
| Evolution Wealth Management Inc. | 0.24% | No change | 2,963 | $329K |
| Cypress Wealth Services, LLC | 0.05% | No change | 2,944 | $327K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -16.1% | 2,934 | $326K |
| Signet Financial Management, LLC | 0.04% | Reduce -34.9% | 2,920 | $325K |
| Clark Asset Management, LLC | 0.03% | Reduce -19.5% | 2,916 | $324K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,911 | $324K |
| Entrewealth, LLC | 0.14% | Add +2.2% | 2,800 | $311K |
| Synergy Asset Management, LLC | 0.03% | No change | 2,763 | $307K |
| Sylvest Advisors, LLC | 0.16% | New | 2,750 | $306K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 2,748 | $306K |
| Chapman Financial Group, LLC | 0.22% | No change | 2,735 | $304K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -50.9% | 2,733 | $304K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.4% | 2,718 | $302K |
| NorthRock Partners, LLC | 0.00% | No change | 2,705 | $301K |
| Accurate Wealth Management, LLC | 0.04% | New | 2,589 | $301K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -18.3% | 2,702 | $300K |
| RHL Group, LLC | 0.26% | Add +71.6% | 2,699 | $300K |
| Vise Technologies, Inc. | 0.01% | No change | 2,679 | $299K |
| Bessemer Group Inc. | 0.00% | No change | 2,688 | $299K |
| Sowell Financial Services LLC | 0.01% | No change | 2,689 | $299K |
| Root Financial Partners, LLC | 0.01% | No change | 2,679 | $298K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $297K |
| Calamos Advisors LLC | 0.00% | New | 2,673 | $297K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -4.7% | 2,631 | $293K |
| Moneco Advisors, LLC | 0.02% | Add +16.4% | 2,628 | $292K |
| Choreo, LLC | 0.00% | No change | 2,600 | $289K |
| Financial Partners Group, Inc | 0.03% | Reduce -5.3% | 2,571 | $286K |
| Dogwood Wealth Management LLC | 0.12% | Reduce -2.0% | 2,556 | $284K |
| Haven Private, LLC | 0.12% | Reduce -7.6% | 2,517 | $280K |
| Investment Advisory Group, LLC | 0.07% | New | 2,505 | $279K |
| Renaissance Technologies | 0.00% | Reduce -28.6% | 2,500 | $278K |
| Purus Wealth Management, LLC | 0.09% | New | 2,499 | $278K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 2,466 | $274K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,450 | $272K |
| Signature Wealth Management Group | 0.10% | No change | 2,448 | $272K |
| Prosperitas Financial LLC | 0.10% | Add +0.4% | 2,428 | $270K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,419 | $269K |
| Shufro Rose & Co. LLC | 0.02% | Add +7.6% | 2,389 | $266K |
| Independent Wealth Network Inc. | 0.08% | Reduce -0.3% | 2,381 | $265K |
| Bank of Montreal | 0.00% | Add +12.3% | 2,373 | $264K |
| PCG Wealth Advisors, LLC | 0.06% | No change | 2,301 | $256K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $253K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -3.5% | 2,266 | $252K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +19.1% | 2,244 | $249K |
| Strategic Financial Concepts, LLC | 0.06% | Add +4.6% | 2,231 | $248K |
| CRA Financial Services, LLC | 0.03% | Reduce -8.3% | 2,210 | $246K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 2,192 | $244K |
| Creative Capital Management Investments LLC | 0.07% | No change | 2,185 | $243K |
| Landaas & Co. /Wi | 0.05% | No change | 2,142 | $238K |
| Abacus Wealth Partners, LLC | 0.02% | No change | 2,134 | $237K |
| Sunrise Financial Services, LLC | 0.17% | No change | 2,128 | $237K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.1% | 2,121 | $236K |
| Elevate Wealth Advisory, Inc. | 0.15% | No change | 2,082 | $231K |
| Paragon Advisors, LLC | 0.06% | Reduce -12.0% | 2,061 | $229K |
| Caprock Group, LLC | 0.01% | No change | 2,043 | $227K |
| Resolute Wealth Advisor, Inc. | 0.13% | — | 2,041 | $227K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 2,040 | $227K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 2,007 | $223K |
| Vance Wealth, LLC | 0.06% | No change | 1,995 | $222K |
| GEM Asset Management, LLC | 0.10% | Reduce -2.9% | 1,968 | $219K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,954 | $217K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -37.9% | 1,851 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +97.2% | 1,842 | $205K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | New | 1,813 | $202K |
| SP Asset Management LLC | 0.02% | Add +0.2% | 1,808 | $201K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,717 | $191K |
| Salem Investment Counselors Inc. | 0.01% | New | 1,686 | $187K |
| IFP Advisors, Inc | 0.00% | Add +54.1% | 1,612 | $179K |
| Albion Financial Group | 0.01% | New | 1,530 | $170K |
| REAP Financial Group, LLC | 0.03% | No change | 1,505 | $167K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.4% | 1,248 | $139K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $130K |
| Fortitude Family Office, LLC | 0.03% | No change | 1,000 | $111K |
| Global Wealth Strategies & Associates | 0.03% | No change | 996 | $111K |
| Salomon & Ludwin, LLC | 0.01% | No change | 925 | $104K |
| Asset Dedication, LLC | 0.01% | Add +15.5% | 918 | $102K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.7% | 892 | $99K |
| Parkside Financial Bank & Trust | 0.01% | Add +119.8% | 866 | $96K |
| BankPlus Trust Department | 0.02% | New | 820 | $91K |
| Fifth Third Bancorp | 0.00% | Add +670.2% | 801 | $89K |
| Assetmark, Inc. | 0.00% | Add +36.4% | 790 | $88K |
| Intelligent Financial Strategies | 0.05% | Reduce -9.8% | 784 | $87K |
| Harbor Asset Planning, Inc. | 0.07% | Add +150.2% | 713 | $79K |
| Russell Investments Group, Ltd. | 0.00% | Add +8128.6% | 576 | $64K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 574 | $64K |
| JFS Wealth Advisors, LLC | 0.00% | New | 500 | $56K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -90.6% | 482 | $54K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +24.7% | 434 | $48K |
| Minot DeBlois Advisors LLC | 0.04% | New | 421 | $47K |
| GAMMA Investing LLC | 0.00% | New | 395 | $44K |
| Vanguard Advisers Inc. | 0.00% | — | 372 | $41K |
| Monetary Solutions, Ltd | 0.04% | No change | 345 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 299 | $33K |
| Blue Trust, Inc. | 0.00% | No change | 297 | $33K |
| US Bancorp \de | 0.00% | Add +80.1% | 290 | $32K |
| Nemes Rush Group LLC | 0.00% | Add +0.4% | 276 | $31K |
| Kings Path Partners LLC | 0.01% | Add +11.5% | 271 | $30K |
| Spire Wealth Management | 0.00% | No change | 269 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -64.7% | 266 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 262 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 256 | $28K |
| National Bank of Canada | 0.00% | Reduce -14.2% | 188 | $21K |
| Atwood & Palmer Inc. | 0.00% | No change | 183 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 153 | $17K |
| GoalVest Advisory LLC | 0.00% | New | 148 | $16K |
| PFC Capital Group, Inc. | 0.01% | No change | 150 | $16K |
| Operose Advisors LLC | 0.00% | No change | 137 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 131 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | New | 106 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 94 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +107.5% | 83 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 75 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 50 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $5K |
| Gleason Group, Inc. | 0.00% | New | 30 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 23 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 12 | $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 | $820 |
| Citigroup Inc. | 0.00% | New | 6 | $667 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $222 |
"% 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.