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 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,864
shares
|
$78,754
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,463
shares
|
$61,811
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,349
shares
|
$56,995
0.02% of portfolio
|
Q2 2025
Added 67350.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
581
shares
|
$24,547
0.02% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
565
shares
|
$23,871
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
547
shares
|
$23,110
0.0% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
315
shares
|
$13,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
302
shares
|
$12,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
299
shares
|
$12,632
0.0% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$2,112
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
49
shares
|
$2,070
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
15
shares
|
$633
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|