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 |
---|---|---|---|---|---|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
182,789
shares
|
$7.52 Million
0.41% of portfolio
|
Q1 2025
Added 70.85%
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
173,691
shares
|
$7.15 Million
5.31% of portfolio
|
Q1 2025
Added 313.89%
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
160,694
shares
|
$6.61 Million
1.51% of portfolio
|
Q1 2025
Added 10.6%
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
160,683
shares
|
$6.61 Million
0.0% of portfolio
|
Q1 2025
Added 17.72%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
157,933
shares
|
$6.5 Million
0.04% of portfolio
|
Q1 2025
Added 25.78%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
142,006
shares
|
$5.84 Million
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
141,532
shares
|
$5.82 Million
0.23% of portfolio
|
Q4 2024
Added 0.78%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,524
shares
|
$5.62 Million
0.52% of portfolio
|
Q3 2022
Added 116.5%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
134,972
shares
|
$5.55 Million
2.94% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
126,670
shares
|
$5.21 Million
0.77% of portfolio
|
Q1 2025
Added 17.44%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
123,834
shares
|
$5.1 Million
0.12% of portfolio
|
Q1 2025
Added 3.6%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
122,603
shares
|
$5.05 Million
0.02% of portfolio
|
Q1 2025
Added 3.19%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
120,240
shares
|
$4.95 Million
0.66% of portfolio
|
Q1 2025
Added 10.31%
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
119,889
shares
|
$4.93 Million
1.19% of portfolio
|
Q1 2025
Added 4.63%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
107,513
shares
|
$4.42 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
96,642
shares
|
$3.98 Million
2.17% of portfolio
|
Q1 2025
Added 7.13%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
90,161
shares
|
$3.71 Million
1.52% of portfolio
|
Q1 2025
Added 10.7%
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
87,630
shares
|
$3.61 Million
0.69% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,690
shares
|
$3.4 Million
0.14% of portfolio
|
Q1 2025
Added 587.42%
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
82,344
shares
|
$3.39 Million
3.06% of portfolio
|
Q1 2025
New holding
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
79,489
shares
|
$3.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
77,507
shares
|
$3.19 Million
0.21% of portfolio
|
Q4 2023
Reduced 13.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,438
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
63,705
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 69.78%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
63,235
shares
|
$2.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.67%
|