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 96 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $788 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
4,790,513
shares
|
$203 Million
0.18% of portfolio
|
Q2 2024
Added 5618.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,344,167
shares
|
$57 Million
0.1% of portfolio
|
Q2 2024
Added 40.72%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
1,302,915
shares
|
$55.2 Million
7.22% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 02, 2024 Q2 2024 |
1,207,832
shares
|
$51.2 Million
4.92% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Verus Financial Partners, Inc.
|
Aug 05, 2024 Q2 2024 |
1,204,749
shares
|
$51 Million
5.73% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
765,191
shares
|
$32.4 Million
0.35% of portfolio
|
Q2 2024
Added 19.9%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
746,959
shares
|
$31.6 Million
0.01% of portfolio
|
Q2 2024
Added 17.46%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 26, 2024 Q2 2024 |
517,561
shares
|
$21.9 Million
13.73% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
448,166
shares
|
$19 Million
6.8% of portfolio
|
Q2 2024
Added 16.75%
|
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
368,072
shares
|
$15.6 Million
0.02% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
367,785
shares
|
$15.6 Million
3.26% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
310,460
shares
|
$13.2 Million
0.01% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
304,145
shares
|
$12.9 Million
4.75% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
285,202
shares
|
$12.1 Million
0.14% of portfolio
|
Q2 2024
Added 25.04%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
227,834
shares
|
$9.65 Million
1.1% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
227,405
shares
|
$9.64 Million
2.32% of portfolio
|
Q2 2024
Added 25.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
219,333
shares
|
$9.29 Million
0.25% of portfolio
|
Q2 2024
Added 690.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
217,771
shares
|
$9.23 Million
0.01% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
213,156
shares
|
$9.03 Million
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
198,768
shares
|
$8.42 Million
2.05% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
188,439
shares
|
$7.98 Million
1.91% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
150,250
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2024
Added 23.4%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
143,963
shares
|
$6.1 Million
1.13% of portfolio
|
Q2 2024
New holding
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
140,442
shares
|
$5.95 Million
0.25% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,524
shares
|
$5.78 Million
0.52% of portfolio
|
Q3 2022
Added 116.5%
|