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 131 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,743,384
shares
|
$154 Million
1.48% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,107,962
shares
|
$86.7 Million
0.15% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,312,045
shares
|
$54 Million
6.03% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,235,744
shares
|
$50.9 Million
7.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
1,031,606
shares
|
$42.5 Million
3.55% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
996,823
shares
|
$41 Million
4.63% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
967,708
shares
|
$39.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
663,975
shares
|
$27.3 Million
0.01% of portfolio
|
Q1 2025
Added 105.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
645,396
shares
|
$26.6 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
594,831
shares
|
$24.5 Million
10.81% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
503,973
shares
|
$20.7 Million
7.5% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
493,417
shares
|
$20.3 Million
4.17% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
458,724
shares
|
$18.9 Million
7.27% of portfolio
|
Q1 2025
Added 30.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
448,345
shares
|
$18.4 Million
0.02% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
428,538
shares
|
$17.6 Million
0.22% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
410,044
shares
|
$16.9 Million
5.16% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
396,260
shares
|
$16.3 Million
12.47% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
377,601
shares
|
$15.5 Million
3.16% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
357,115
shares
|
$14.7 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
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.72 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
211,332
shares
|
$8.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
205,283
shares
|
$8.45 Million
0.0% of portfolio
|
Q1 2025
Added 109.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
203,254
shares
|
$8.36 Million
1.58% of portfolio
|
Q1 2025
Added 31.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
193,504
shares
|
$7.96 Million
0.01% of portfolio
|
Q1 2025
Added 45.94%
|