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 92 institutions that hold shares in the stock, with a total of 4.02 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
659,263
shares
|
$34.6 Million
0.02% of portfolio
|
Q1 2024
Added 26.9%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
396,873
shares
|
$20.8 Million
1.65% of portfolio
|
Q1 2024
Added 9.89%
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
249,520
shares
|
$13.1 Million
1.26% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
Websterrogers Financial Advisors, LLC
|
May 14, 2024 Q1 2024 |
188,094
shares
|
$9.86 Million
3.72% of portfolio
|
Q1 2024
Added 26.63%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Apr 30, 2024 Q1 2024 |
167,620
shares
|
$8.79 Million
3.71% of portfolio
|
Q1 2024
Added 14.28%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
167,205
shares
|
$8.77 Million
6.45% of portfolio
|
Q1 2024
Added 15.51%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
136,097
shares
|
$7.14 Million
0.74% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Bayshore Asset Management, LLC
|
May 13, 2024 Q1 2024 |
114,553
shares
|
$6.01 Million
3.08% of portfolio
|
Q1 2024
Added 6.87%
|
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
108,617
shares
|
$5.7 Million
0.67% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
104,522
shares
|
$5.48 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
100,103
shares
|
$5.25 Million
0.23% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
86,551
shares
|
$4.54 Million
1.17% of portfolio
|
Q1 2024
Added 17.05%
|
|
|
Northland Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
82,549
shares
|
$4.33 Million
3.26% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
76,425
shares
|
$4.01 Million
0.05% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
72,401
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 63.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
71,584
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Added 30.46%
|
|
|
Total Wealth Planning, LLC
|
Apr 18, 2024 Q1 2024 |
70,605
shares
|
$3.7 Million
0.69% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
70,316
shares
|
$3.69 Million
0.1% of portfolio
|
Q1 2024
Added 168.94%
|
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
65,520
shares
|
$3.44 Million
0.44% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
59,898
shares
|
$3.14 Million
0.1% of portfolio
|
Q1 2024
Added 252.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 26, 2024 Q1 2024 |
58,312
shares
|
$3.06 Million
1.4% of portfolio
|
Q1 2024
Added 8.13%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
52,126
shares
|
$2.73 Million
4.08% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
51,793
shares
|
$2.72 Million
0.92% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
47,385
shares
|
$2.48 Million
0.11% of portfolio
|
Q3 2023
Added 22.06%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Apr 18, 2024 Q1 2024 |
42,185
shares
|
$2.21 Million
0.62% of portfolio
|
Q1 2024
Reduced 0.25%
|
|