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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,789
shares
|
$320,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,765
shares
|
$318,444
0.14% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
4,644
shares
|
$310,358
0.14% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,631
shares
|
$309,489
0.13% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,613
shares
|
$308,286
0.03% of portfolio
|
Q2 2024
Added 93.58%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,600
shares
|
$307,418
0.12% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,425
shares
|
$295,722
0.0% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,179
shares
|
$279,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,081
shares
|
$272,733
0.01% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
4,078
shares
|
$272,532
0.03% of portfolio
|
Q2 2025
Added 21.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,028
shares
|
$269,191
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
3,920
shares
|
$261,973
0.2% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,736
shares
|
$249,676
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$245,533
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,372
shares
|
$225,350
0.0% of portfolio
|
Q2 2025
Reduced 92.92%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,369
shares
|
$225,150
0.0% of portfolio
|
Q2 2025
Added 248.4%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
3,340
shares
|
$223,212
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,254
shares
|
$217,464
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,890
shares
|
$126,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,848
shares
|
$123,501
0.21% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,835
shares
|
$122,633
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,463
shares
|
$97,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,202
shares
|
$80,329
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$77,790
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,130
shares
|
$75,517
0.02% of portfolio
|
Q2 2025
Reduced 5.36%
|