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 140 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
31,349
shares
|
$1.31 Million
1.09% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
30,652
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2025
Added 111.26%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
26,063
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,576
shares
|
$987,834
0.0% of portfolio
|
Q3 2025
Reduced 67.53%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
21,515
shares
|
$901,478
0.2% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,984
shares
|
$837,329
0.02% of portfolio
|
Q3 2025
Added 60.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
19,023
shares
|
$797,063
0.09% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
18,432
shares
|
$772,300
0.23% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,727
shares
|
$742,761
0.0% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
17,570
shares
|
$736,183
0.38% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
17,042
shares
|
$714,059
0.16% of portfolio
|
Q4 2025
Added 10.32%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
16,834
shares
|
$705,344
0.18% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
16,619
shares
|
$696,336
0.08% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
14,715
shares
|
$616,558
0.07% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
14,442
shares
|
$605,119
0.03% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$572,605
0.01% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
12,450
shares
|
$521,655
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,109
shares
|
$507,367
0.38% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,858
shares
|
$496,850
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
11,359
shares
|
$475,942
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
10,368
shares
|
$434,419
0.14% of portfolio
|
Q4 2025
Reduced 29.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,769
shares
|
$409,321
0.0% of portfolio
|
Q3 2025
Added 53.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
9,491
shares
|
$397,672
0.01% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
9,338
shares
|
$391,262
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
9,266
shares
|
$388,245
0.08% of portfolio
|
Q1 2024
Reduced 61.03%
|
|