Institutional Ownership American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 8.2 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
76,379
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
73,429
shares
|
$4.55 Million
1.15% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
67,003
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
64,977
shares
|
$4.03 Million
0.7% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
63,343
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
62,715
shares
|
$3.89 Million
1.09% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,283
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Added 60.69%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
58,113
shares
|
$3.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
56,585
shares
|
$3.51 Million
2.78% of portfolio
|
Q1 2025
Added 52.5%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
48,798
shares
|
$3.03 Million
0.3% of portfolio
|
Q1 2025
Added 20.81%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
48,472
shares
|
$3.01 Million
1.55% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
47,607
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
47,385
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2023
Added 22.06%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
46,088
shares
|
$2.86 Million
0.86% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
45,247
shares
|
$2.81 Million
0.56% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
43,358
shares
|
$2.69 Million
1.77% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
42,534
shares
|
$2.64 Million
1.22% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
40,142
shares
|
$2.49 Million
0.82% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
37,694
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,881
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
32,841
shares
|
$2.04 Million
1.43% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
29,216
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
29,127
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
27,576
shares
|
$1.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,949
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.7%
|