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 138 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
21,965
shares
|
$916,160
0.28% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
19,560
shares
|
$815,847
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
19,173
shares
|
$799,705
0.19% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,305
shares
|
$763,501
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
17,379
shares
|
$724,878
0.42% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
16,779
shares
|
$699,852
0.2% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,852
shares
|
$661,186
0.08% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
15,466
shares
|
$645,086
0.18% of portfolio
|
Q2 2025
Added 41.06%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,375
shares
|
$641,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
14,960
shares
|
$623,981
0.36% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
14,798
shares
|
$617,224
0.45% of portfolio
|
Q2 2025
Added 562.4%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
14,618
shares
|
$609,716
0.08% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
14,509
shares
|
$605,170
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
14,464
shares
|
$603,293
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
14,211
shares
|
$592,740
0.04% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$570,008
0.01% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,466
shares
|
$519,956
0.02% of portfolio
|
Q2 2025
Reduced 68.94%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
12,450
shares
|
$519,289
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,870
shares
|
$495,097
0.04% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
11,399
shares
|
$475,452
0.38% of portfolio
|
Q2 2025
Added 114.07%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
9,266
shares
|
$386,484
0.08% of portfolio
|
Q1 2024
Reduced 61.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,252
shares
|
$385,900
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,725
shares
|
$363,919
0.0% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,290
shares
|
$345,775
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,023
shares
|
$334,639
0.0% of portfolio
|
Q1 2025
Added 29.72%
|