Institutional Ownership American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,188,949
shares
|
$175 Million
1.48% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,191,612
shares
|
$91.4 Million
4.04% of portfolio
|
Q2 2025
Added 112.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,107,962
shares
|
$87.9 Million
0.15% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,354,347
shares
|
$56.5 Million
5.83% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
1,210,640
shares
|
$50.5 Million
6.56% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
1,129,233
shares
|
$47.1 Million
5.04% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,090,700
shares
|
$45.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
767,656
shares
|
$32 Million
0.01% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
687,001
shares
|
$28.7 Million
1.46% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
622,639
shares
|
$26 Million
10.03% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
516,788
shares
|
$21.6 Million
14.9% of portfolio
|
Q2 2025
Added 30.42%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
507,944
shares
|
$21.2 Million
6.85% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
503,211
shares
|
$21 Million
3.81% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
476,954
shares
|
$19.9 Million
6.9% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
464,250
shares
|
$19.4 Million
0.18% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
460,006
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
447,245
shares
|
$18.7 Million
0.27% of portfolio
|
Q2 2025
Added 5333.01%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
436,308
shares
|
$18.2 Million
4.81% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
405,379
shares
|
$16.9 Million
2.91% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
357,115
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 108.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
328,227
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
224,932
shares
|
$9.38 Million
1.32% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
212,879
shares
|
$8.88 Million
0.22% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
205,283
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Added 109.52%
|