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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,713
shares
|
$782,779
0.12% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,522
shares
|
$770,015
0.15% of portfolio
|
Q2 2025
Added 76.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
10,908
shares
|
$728,981
0.06% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
10,208
shares
|
$682,200
0.08% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
9,736
shares
|
$650,656
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
9,518
shares
|
$636,087
0.19% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
9,120
shares
|
$609,489
0.06% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,964
shares
|
$599,064
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,734
shares
|
$583,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,176
shares
|
$546,402
0.01% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
8,057
shares
|
$538,449
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,974
shares
|
$532,902
0.26% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$522,677
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
7,069
shares
|
$472,421
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
6,984
shares
|
$466,740
0.1% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
6,800
shares
|
$454,444
0.08% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,703
shares
|
$447,961
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,669
shares
|
$445,689
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
6,268
shares
|
$418,890
0.15% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,920
shares
|
$395,633
0.1% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
5,654
shares
|
$377,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,220
shares
|
$348,852
0.0% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,069
shares
|
$338,761
0.18% of portfolio
|
Q2 2025
Added 35.53%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,967
shares
|
$331,944
0.01% of portfolio
|
Q1 2024
Reduced 44.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,835
shares
|
$323,123
0.0% of portfolio
|
Q2 2025
New holding
|