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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
10,735
shares
|
$672,225
0.06% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
10,208
shares
|
$639,224
0.08% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
9,736
shares
|
$609,668
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
9,518
shares
|
$596,017
0.19% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
9,270
shares
|
$580,487
0.06% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
8,734
shares
|
$546,923
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$489,751
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,448
shares
|
$466,393
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
7,069
shares
|
$442,660
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,040
shares
|
$440,844
0.0% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,031
shares
|
$440,281
0.24% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
6,800
shares
|
$425,816
0.08% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,682
shares
|
$418,426
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,630
shares
|
$415,170
0.03% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,545
shares
|
$409,847
0.09% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
6,385
shares
|
$399,828
0.09% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
6,268
shares
|
$392,502
0.15% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,920
shares
|
$370,710
0.1% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,069
shares
|
$317,420
0.18% of portfolio
|
Q2 2025
Added 35.53%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,967
shares
|
$311,033
0.01% of portfolio
|
Q1 2024
Reduced 44.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,789
shares
|
$299,887
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,765
shares
|
$298,384
0.14% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,712
shares
|
$295,065
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,631
shares
|
$289,993
0.13% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,613
shares
|
$288,866
0.03% of portfolio
|
Q2 2024
Added 93.58%
|