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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.75 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
24,584
shares
|
$1.64 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
24,358
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
23,877
shares
|
$1.6 Million
0.27% of portfolio
|
Q2 2025
Added 147.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
23,597
shares
|
$1.58 Million
0.4% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
23,121
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
21,740
shares
|
$1.45 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
20,969
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
20,908
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
20,100
shares
|
$1.34 Million
0.94% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
18,750
shares
|
$1.25 Million
0.54% of portfolio
|
Q2 2025
Added 114.68%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
18,151
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,672
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,947
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,336
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
15,245
shares
|
$1.02 Million
0.63% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,904
shares
|
$996,034
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
14,900
shares
|
$995,767
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$974,381
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
13,825
shares
|
$923,924
0.09% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,669
shares
|
$913,499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,633
shares
|
$911,093
0.0% of portfolio
|
Q2 2025
Added 95.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
13,184
shares
|
$881,086
0.07% of portfolio
|
Q2 2025
Added 45.28%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
12,970
shares
|
$866,785
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
11,734
shares
|
$784,183
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|