Institutional Ownership American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $864 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,743,384
shares
|
$155 Million
1.48% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,656,596
shares
|
$68.5 Million
0.1% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,312,045
shares
|
$54.3 Million
6.03% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,268,859
shares
|
$52.5 Million
6.9% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
1,031,606
shares
|
$42.7 Million
3.55% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
996,823
shares
|
$41.2 Million
4.63% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
967,708
shares
|
$40 Million
0.01% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
663,975
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Added 105.18%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
584,469
shares
|
$24.2 Million
11.09% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
503,973
shares
|
$20.8 Million
7.5% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
493,417
shares
|
$20.4 Million
4.17% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
458,724
shares
|
$19 Million
7.27% of portfolio
|
Q1 2025
Added 30.05%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
428,538
shares
|
$17.7 Million
0.22% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
415,367
shares
|
$17.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
410,044
shares
|
$17 Million
5.16% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
396,260
shares
|
$16.4 Million
12.47% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
377,601
shares
|
$15.6 Million
3.16% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
311,750
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
211,332
shares
|
$8.74 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
203,254
shares
|
$8.4 Million
1.58% of portfolio
|
Q1 2025
Added 31.78%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
173,691
shares
|
$7.18 Million
5.31% of portfolio
|
Q1 2025
Added 313.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
171,143
shares
|
$7.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,295
shares
|
$6.01 Million
1.33% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
144,962
shares
|
$5.99 Million
0.36% of portfolio
|
Q4 2024
Added 10.76%
|