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 130 institutions that hold shares in the stock, with a total of 8.35 Million shares, which have been reported (via 13F filing form) to have a value of $523 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
26,605
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
26,487
shares
|
$1.66 Million
0.45% of portfolio
|
Q1 2025
Reduced 52.59%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.64 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
24,713
shares
|
$1.55 Million
0.41% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
23,877
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2025
Added 147.79%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
21,740
shares
|
$1.36 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
20,969
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
20,908
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
20,762
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
20,100
shares
|
$1.26 Million
0.94% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
18,151
shares
|
$1.14 Million
0.41% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,672
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
15,660
shares
|
$980,629
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,336
shares
|
$960,340
0.07% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
15,245
shares
|
$954,641
0.63% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,904
shares
|
$933,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
14,900
shares
|
$933,038
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$912,999
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
13,825
shares
|
$865,721
0.09% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,633
shares
|
$853,698
0.0% of portfolio
|
Q2 2025
Added 95.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
13,184
shares
|
$825,582
0.07% of portfolio
|
Q2 2025
Added 45.28%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
12,970
shares
|
$812,181
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,729
shares
|
$797,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,949
shares
|
$748,246
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
10,803
shares
|
$676,483
0.1% of portfolio
|
Q1 2025
Reduced 2.39%
|