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 126 institutions that hold shares in the stock, with a total of 24.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
51,585
shares
|
$2.13 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
51,402
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
50,446
shares
|
$2.08 Million
1.19% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
47,049
shares
|
$1.94 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
45,983
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
41,966
shares
|
$1.73 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
40,822
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
39,725
shares
|
$1.64 Million
0.37% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
38,499
shares
|
$1.59 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
35,759
shares
|
$1.48 Million
1.03% of portfolio
|
Q4 2024
Reduced 61.84%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,146
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
32,707
shares
|
$1.35 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,499
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2022
Added 130.32%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
29,928
shares
|
$1.24 Million
0.56% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,327
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
24,225
shares
|
$1 Million
0.3% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
23,962
shares
|
$989,630
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
23,511
shares
|
$971,004
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
21,239
shares
|
$877,170
0.14% of portfolio
|
Q2 2024
Added 67.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
21,235
shares
|
$877,005
0.07% of portfolio
|
Q4 2024
Added 142.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
18,655
shares
|
$770,451
0.0% of portfolio
|
Q4 2024
Added 262.44%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
18,368
shares
|
$758,598
0.19% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
18,303
shares
|
$755,913
0.5% of portfolio
|
Q4 2024
Added 60.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
18,295
shares
|
$755,583
0.07% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
16,966
shares
|
$700,695
0.11% of portfolio
|
Q4 2024
New holding
|