Institutional Ownership American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
5,963,949
shares
|
$243 Million
1.14% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,318,442
shares
|
$135 Million
1.3% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,656,596
shares
|
$67.5 Million
0.1% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,274,559
shares
|
$52 Million
5.77% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,268,859
shares
|
$51.7 Million
6.9% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
1,089,870
shares
|
$44.4 Million
4.58% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
868,514
shares
|
$35.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
584,469
shares
|
$23.8 Million
11.09% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
492,112
shares
|
$20.1 Million
6.92% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
460,743
shares
|
$18.8 Million
3.8% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
415,367
shares
|
$16.9 Million
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
380,867
shares
|
$15.5 Million
0.16% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
364,720
shares
|
$14.9 Million
4.79% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
352,728
shares
|
$14.4 Million
5.72% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
323,606
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
319,566
shares
|
$13 Million
2.73% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
311,750
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.63 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
212,684
shares
|
$8.67 Million
0.22% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
171,143
shares
|
$6.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,295
shares
|
$5.92 Million
1.33% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
144,962
shares
|
$5.91 Million
0.36% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
141,532
shares
|
$5.77 Million
0.24% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,524
shares
|
$5.57 Million
0.52% of portfolio
|
Q3 2022
Added 116.5%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
136,496
shares
|
$5.56 Million
0.0% of portfolio
|
Q4 2024
Added 23.28%
|