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 140 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
93,928
shares
|
$6.28 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,349
shares
|
$6.1 Million
0.58% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
80,463
shares
|
$5.38 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$5.13 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
74,641
shares
|
$4.99 Million
1.21% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
65,348
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
63,104
shares
|
$4.22 Million
1.08% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
60,780
shares
|
$4.06 Million
2.85% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
58,724
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Added 1517.74%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
57,275
shares
|
$3.83 Million
1.58% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
56,735
shares
|
$3.79 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
54,351
shares
|
$3.63 Million
0.33% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
51,656
shares
|
$3.45 Million
0.97% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
48,325
shares
|
$3.23 Million
0.11% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
45,390
shares
|
$3.03 Million
1.8% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
43,527
shares
|
$2.91 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
41,866
shares
|
$2.8 Million
1.8% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
40,669
shares
|
$2.72 Million
0.11% of portfolio
|
Q2 2025
Added 47.48%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
37,249
shares
|
$2.49 Million
0.77% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
34,071
shares
|
$2.28 Million
1.93% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,899
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
33,324
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
29,127
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,949
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
26,605
shares
|
$1.78 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.24%
|