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 106 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $841 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
|
$198 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
|
$55.5 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
|
$53.8 Million
7.22% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
1,250,774
shares
|
$51.6 Million
5.82% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
1,190,780
shares
|
$49.1 Million
5.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
838,605
shares
|
$34.6 Million
3.44% of portfolio
|
Q3 2024
Added 874.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
827,214
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
765,191
shares
|
$31.6 Million
0.35% of portfolio
|
Q2 2024
Added 19.9%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
546,778
shares
|
$22.6 Million
10.97% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
474,763
shares
|
$19.6 Million
7.17% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
432,791
shares
|
$17.9 Million
7.27% of portfolio
|
Q3 2024
Added 978.98%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
418,291
shares
|
$17.3 Million
3.52% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
386,939
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
322,339
shares
|
$13.3 Million
0.15% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
310,460
shares
|
$12.8 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
|
$12.5 Million
4.75% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
282,290
shares
|
$11.6 Million
2.79% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.74 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
227,834
shares
|
$9.4 Million
1.1% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
213,156
shares
|
$8.79 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
203,384
shares
|
$8.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
198,768
shares
|
$8.2 Million
2.05% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
150,250
shares
|
$6.2 Million
0.01% of portfolio
|
Q2 2024
Added 23.4%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
142,243
shares
|
$5.87 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
141,187
shares
|
$5.83 Million
0.23% of portfolio
|
Q3 2024
Added 146.74%
|