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 116 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $766 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
136,518
shares
|
$5.67 Million
1.29% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
130,882
shares
|
$5.43 Million
0.35% of portfolio
|
Q3 2024
Added 61.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
127,654
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
127,502
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2024
Added 40.65%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
125,405
shares
|
$5.21 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
124,551
shares
|
$5.17 Million
1.69% of portfolio
|
Q3 2024
Reduced 97.4%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
112,058
shares
|
$4.65 Million
1.12% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
111,453
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
110,720
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2024
Added 54.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
108,845
shares
|
$4.52 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
105,797
shares
|
$4.39 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
104,284
shares
|
$4.33 Million
2.2% of portfolio
|
Q3 2024
Added 822.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
104,199
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
93,696
shares
|
$3.89 Million
2.84% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
93,696
shares
|
$3.89 Million
2.84% of portfolio
|
Q3 2024
Added 640.91%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
92,638
shares
|
$3.85 Million
0.25% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
92,298
shares
|
$3.83 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
86,727
shares
|
$3.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
81,804
shares
|
$3.4 Million
1.36% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,507
shares
|
$3.22 Million
0.21% of portfolio
|
Q4 2023
Reduced 13.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,706
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
62,381
shares
|
$2.59 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
56,826
shares
|
$2.36 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
55,694
shares
|
$2.31 Million
0.3% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
55,448
shares
|
$2.3 Million
0.41% of portfolio
|
Q3 2024
Added 1.8%
|