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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
26,668
shares
|
$1.65 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
26,487
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Reduced 52.59%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.62 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
24,713
shares
|
$1.53 Million
0.41% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
21,740
shares
|
$1.35 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
20,908
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
20,835
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
20,762
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
20,523
shares
|
$1.27 Million
0.51% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
18,630
shares
|
$1.16 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,672
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
15,660
shares
|
$971,233
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
15,173
shares
|
$941,029
0.62% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
15,146
shares
|
$939,354
0.06% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,904
shares
|
$924,346
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
14,900
shares
|
$924,098
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$904,251
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
13,579
shares
|
$842,169
0.09% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
12,970
shares
|
$804,399
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,729
shares
|
$789,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,949
shares
|
$741,076
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
11,431
shares
|
$708,950
0.09% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
10,803
shares
|
$670,002
0.1% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
10,735
shares
|
$665,784
0.06% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
10,568
shares
|
$655,427
0.21% of portfolio
|
Q1 2025
Reduced 0.4%
|