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 127 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
6,109
shares
|
$248,575
0.03% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
5,999
shares
|
$244,099
0.12% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
5,579
shares
|
$227,009
0.1% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,487
shares
|
$223,266
0.03% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
5,406
shares
|
$219,970
0.18% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
5,325
shares
|
$216,674
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
5,084
shares
|
$206,867
0.09% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
5,036
shares
|
$204,914
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,529
shares
|
$143,595
0.0% of portfolio
|
Q4 2024
Added 42.36%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,335
shares
|
$95,011
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,170
shares
|
$88,297
0.01% of portfolio
|
Q2 2024
Reduced 12.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,982
shares
|
$80,647
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,398
shares
|
$56,884
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,256
shares
|
$51,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,153
shares
|
$46,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
669
shares
|
$27,221
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
548
shares
|
$22,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
315
shares
|
$12,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
165
shares
|
$6,713
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
102
shares
|
$4,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
99
shares
|
$4,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
97
shares
|
$3,946
0.0% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
48
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
46
shares
|
$1,871
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
34
shares
|
$1,383
0.0% of portfolio
|
Q4 2024
New holding
|