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 134 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
19,560
shares
|
$809,588
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
19,402
shares
|
$803,048
0.28% of portfolio
|
Q1 2025
New holding
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
18,482
shares
|
$764,969
0.18% of portfolio
|
Q1 2025
Added 0.62%
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,120
shares
|
$749,986
0.0% of portfolio
|
Q1 2025
Added 21.07%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
17,379
shares
|
$719,316
0.42% of portfolio
|
Q2 2025
Added 5.03%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
15,466
shares
|
$640,137
0.18% of portfolio
|
Q2 2025
Added 41.06%
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
15,173
shares
|
$628,010
0.41% of portfolio
|
Q1 2025
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
15,105
shares
|
$625,195
0.09% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
14,618
shares
|
$605,039
0.08% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
14,229
shares
|
$588,938
0.05% of portfolio
|
Q1 2025
New holding
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$565,635
0.01% of portfolio
|
Q2 2024
Added 2.48%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
12,909
shares
|
$534,303
0.04% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
12,450
shares
|
$515,305
0.13% of portfolio
|
Q2 2025
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
12,020
shares
|
$497,507
0.05% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
11,399
shares
|
$471,804
0.38% of portfolio
|
Q2 2025
Added 114.07%
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
11,311
shares
|
$468,162
0.14% of portfolio
|
Q1 2025
Reduced 51.89%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,227
shares
|
$423,295
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
9,266
shares
|
$383,519
0.08% of portfolio
|
Q1 2024
Reduced 61.03%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,252
shares
|
$382,940
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,853
shares
|
$366,425
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
8,232
shares
|
$340,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,039
shares
|
$332,734
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,023
shares
|
$332,071
0.0% of portfolio
|
Q1 2025
Added 29.72%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
7,962
shares
|
$329,547
0.22% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
7,722
shares
|
$319,613
0.09% of portfolio
|
Q1 2025
New holding
|