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 $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
16,473
shares
|
$872,574
0.01% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
15,468
shares
|
$819,339
0.0% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,354
shares
|
$813,301
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,904
shares
|
$789,464
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$772,302
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
14,139
shares
|
$748,942
0.06% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
13,806
shares
|
$731,303
0.58% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
13,410
shares
|
$710,327
0.08% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,969
shares
|
$686,967
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,877
shares
|
$629,124
0.0% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,267
shares
|
$596,812
0.13% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,217
shares
|
$594,164
0.0% of portfolio
|
Q3 2024
Added 61.14%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
11,199
shares
|
$593,211
0.21% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
11,037
shares
|
$584,629
0.04% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
10,645
shares
|
$563,865
0.07% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
10,540
shares
|
$558,303
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,480
shares
|
$555,125
0.04% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,315
shares
|
$546,385
0.16% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
9,624
shares
|
$509,783
0.16% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,745
shares
|
$463,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
8,349
shares
|
$442,246
0.26% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$414,278
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
6,626
shares
|
$350,979
0.15% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,604
shares
|
$349,813
0.03% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
6,268
shares
|
$332,015
0.16% of portfolio
|
Q3 2024
Reduced 2.82%
|