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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,600
shares
|
$288,052
0.12% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
4,520
shares
|
$283,042
0.13% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,028
shares
|
$252,233
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
3,920
shares
|
$245,470
0.2% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,795
shares
|
$237,642
0.01% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,736
shares
|
$233,948
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,725
shares
|
$233,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$230,065
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,630
shares
|
$227,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,366
shares
|
$210,778
0.02% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
3,340
shares
|
$209,150
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,254
shares
|
$203,765
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,885
shares
|
$118,038
0.03% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,848
shares
|
$115,721
0.21% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,463
shares
|
$91,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,221
shares
|
$76,459
0.0% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,202
shares
|
$75,269
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,194
shares
|
$74,768
0.02% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$72,889
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
967
shares
|
$60,553
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
937
shares
|
$58,674
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
929
shares
|
$58,173
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
514
shares
|
$32,186
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
469
shares
|
$29,368
0.0% of portfolio
|
Q1 2024
Added 144.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
374
shares
|
$23,419
0.0% of portfolio
|
Q1 2025
Added 177.04%
|