Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
753K+ 54.81% |
$37.9M - $47.3M
|
2.13M
$139M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
259K+ 148.24% |
$13M - $16.3M
|
433K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
146K+ 105.7% |
$7.33M - $9.16M
|
284K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.8K+ 122.77% |
$3.91M - $4.89M
|
141K
$9.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.2K+ 108.05% |
$3.33M - $4.16M
|
128K
$8.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
51.8K+ 28.33% |
$2.6M - $3.25M
|
235K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
49.5K+ 35.47% |
$2.49M - $3.11M
|
189K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24.4KNew |
$1.22M - $1.53M
|
24.4K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 29.94% |
$1.15M - $1.44M
|
99.2K
$6.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
19.4K+ 23.72% |
$976K - $1.22M
|
101K
$6.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19.1K+ 13.47% |
$960K - $1.2M
|
161K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.3K+ 7.86% |
$918K - $1.15M
|
251K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.2K+ 147.79% |
$716K - $895K
|
23.9K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.1K+ 47.48% |
$658K - $823K
|
40.7K
$2.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 2.78% |
$639K - $798K
|
469K
$30.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.7K+ 13.88% |
$588K - $735K
|
96K
$6.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
10K+ 114.68% |
$504K - $629K
|
18.8K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.74KNew |
$489K - $612K
|
9.74K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.03K+ 27.48% |
$454K - $567K
|
41.9K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
8.96KNew |
$451K - $563K
|
8.96K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.8K+ 18.16% |
$443K - $553K
|
57.3K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
8.06KNew |
$405K - $506K
|
8.06K
$525K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 8.74% |
$390K - $488K
|
96.7K
$6.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 95.85% |
$335K - $419K
|
13.6K
$889K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.65KNew |
$284K - $355K
|
5.65K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.57K+ 12.08% |
$280K - $350K
|
51.7K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.55K+ 11.38% |
$279K - $349K
|
54.4K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 76.04% |
$250K - $313K
|
11.5K
$751K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.11K+ 45.28% |
$207K - $258K
|
13.2K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 14.06% |
$207K - $258K
|
33.3K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.74KNew |
$188K - $235K
|
3.74K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.67KNew |
$185K - $231K
|
3.67K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 1.75% |
$180K - $225K
|
208K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.25KNew |
$164K - $204K
|
3.25K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.22K+ 3.66% |
$162K - $203K
|
91.3K
$5.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.72K+ 2.33% |
$137K - $171K
|
119K
$7.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.36K+ 11.36% |
$119K - $148K
|
23.1K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.03K+ 4.69% |
$102K - $128K
|
45.4K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.89KNew |
$95K - $119K
|
1.89K
$123K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.49K+ 22.36% |
$75.1K - $93.9K
|
8.18K
$533K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.47K+ 7.89% |
$73.9K - $92.4K
|
20.1K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 35.53% |
$66.8K - $83.5K
|
5.07K
$331K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.21K+ 1.65% |
$60.9K - $76.2K
|
74.6K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
943+ 13.41% |
$47.4K - $59.3K
|
7.97K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
940+ 1.98% |
$47.3K - $59.1K
|
48.3K
$3.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
910+ 8.42% |
$45.7K - $57.2K
|
11.7K
$764K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
712+ 21.15% |
$35.8K - $44.7K
|
4.08K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
700+ 18.79% |
$35.2K - $44K
|
4.43K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$32.2K - $40.2K
|
640
$41.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
599+ 9.38% |
$30.1K - $37.6K
|
6.98K
$455K
|