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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,054
shares
|
$70,438
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
937
shares
|
$62,619
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
741
shares
|
$49,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
640
shares
|
$42,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
551
shares
|
$36,823
0.0% of portfolio
|
Q2 2025
Added 104.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
514
shares
|
$34,350
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
469
shares
|
$31,343
0.0% of portfolio
|
Q1 2024
Added 144.27%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
374
shares
|
$24,994
0.0% of portfolio
|
Q1 2025
Added 177.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
227
shares
|
$15,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
103
shares
|
$6,883
0.0% of portfolio
|
Q2 2025
Added 836.36%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$6,683
0.0% of portfolio
|
Q4 2023
Reduced 87.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
53
shares
|
$3,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
30
shares
|
$2,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10
shares
|
$668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|