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 141 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
93,928
shares
|
$6.34 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,349
shares
|
$6.17 Million
0.58% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
80,463
shares
|
$5.43 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$5.18 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,682
shares
|
$5.11 Million
0.02% of portfolio
|
Q3 2025
Added 544.98%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
74,767
shares
|
$5.05 Million
1.23% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
70,616
shares
|
$4.77 Million
3.04% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
69,584
shares
|
$4.7 Million
1.17% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
65,348
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
58,724
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2025
Added 1517.74%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
57,275
shares
|
$3.87 Million
1.58% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
55,726
shares
|
$3.76 Million
0.34% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
55,473
shares
|
$3.74 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
53,442
shares
|
$3.61 Million
1.03% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
48,565
shares
|
$3.28 Million
1.88% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
48,325
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
43,527
shares
|
$2.94 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
41,866
shares
|
$2.83 Million
1.8% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
41,540
shares
|
$2.8 Million
0.47% of portfolio
|
Q3 2025
Added 73.97%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
40,669
shares
|
$2.75 Million
0.1% of portfolio
|
Q2 2025
Added 47.48%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
37,249
shares
|
$2.51 Million
0.77% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
34,071
shares
|
$2.3 Million
1.93% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,899
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
33,324
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
31,453
shares
|
$2.12 Million
0.44% of portfolio
|
Q3 2025
New holding
|