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 112 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
50,194
shares
|
$2.68 Million
0.14% of portfolio
|
Q3 2024
Added 878.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
48,793
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
48,332
shares
|
$2.58 Million
4.38% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
47,385
shares
|
$2.53 Million
0.11% of portfolio
|
Q3 2023
Added 22.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,233
shares
|
$2.36 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
42,629
shares
|
$2.27 Million
0.56% of portfolio
|
Q3 2024
Added 442.56%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
42,536
shares
|
$2.27 Million
1.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
38,293
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,522
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
35,353
shares
|
$1.89 Million
1.47% of portfolio
|
Q3 2024
Added 76.18%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
34,436
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
32,583
shares
|
$1.74 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
28,511
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
27,801
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2024
Added 30.37%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
27,249
shares
|
$1.45 Million
0.67% of portfolio
|
Q3 2023
Reduced 9.63%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
27,140
shares
|
$1.45 Million
1.21% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
26,483
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.39 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
25,046
shares
|
$1.34 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,577
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
23,400
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2024
Reduced 41.99%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
21,740
shares
|
$1.16 Million
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
20,844
shares
|
$1.11 Million
0.38% of portfolio
|
Q3 2024
Added 145.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,671
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
19,906
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Added 19.89%
|