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 111 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
930,071
shares
|
$48.5 Million
0.03% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
421,497
shares
|
$22 Million
1.63% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
263,380
shares
|
$13.7 Million
1.54% of portfolio
|
Q3 2024
Added 146.07%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
259,965
shares
|
$13.5 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
199,047
shares
|
$10.4 Million
3.89% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
198,792
shares
|
$10.4 Million
4.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
177,372
shares
|
$9.24 Million
6.22% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
128,919
shares
|
$6.72 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
119,604
shares
|
$6.23 Million
4.7% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
116,992
shares
|
$6.1 Million
0.0% of portfolio
|
Q3 2024
Added 1110.97%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
113,212
shares
|
$5.9 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
112,885
shares
|
$5.88 Million
0.7% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
110,476
shares
|
$5.76 Million
1.34% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
108,239
shares
|
$5.64 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
102,898
shares
|
$5.36 Million
1.7% of portfolio
|
Q3 2024
Added 111.64%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
100,962
shares
|
$5.26 Million
0.2% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
98,877
shares
|
$5.15 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
98,877
shares
|
$5.15 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77,621
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
77,237
shares
|
$4.03 Million
0.48% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$4 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
75,895
shares
|
$3.96 Million
1.47% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,364
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
63,950
shares
|
$3.33 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
58,158
shares
|
$3.03 Million
0.9% of portfolio
|
Q3 2024
Added 5.11%
|