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 |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
4,520
shares
|
$280,330
0.13% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,074
shares
|
$252,669
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
3,920
shares
|
$243,118
0.2% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,795
shares
|
$235,365
0.01% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
3,740
shares
|
$231,954
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,725
shares
|
$231,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,630
shares
|
$225,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,366
shares
|
$208,759
0.02% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
3,340
shares
|
$207,146
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,885
shares
|
$116,907
0.03% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,848
shares
|
$114,612
0.21% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,463
shares
|
$90,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,221
shares
|
$75,726
0.0% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,202
shares
|
$74,548
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,194
shares
|
$74,051
0.02% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$72,191
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
967
shares
|
$59,973
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
937
shares
|
$58,112
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
929
shares
|
$57,616
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
514
shares
|
$31,878
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
469
shares
|
$29,087
0.0% of portfolio
|
Q1 2024
Added 144.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
374
shares
|
$23,195
0.0% of portfolio
|
Q1 2025
Added 177.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
270
shares
|
$16,745
0.0% of portfolio
|
Q4 2024
Reduced 89.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
227
shares
|
$14,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
100
shares
|
$6,202
0.0% of portfolio
|
Q4 2023
Reduced 87.52%
|