Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
241K+ 45.53% |
$10.1M - $10.2M
|
771K
$32.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
58K+ 26.31% |
$2.43M - $2.46M
|
278K
$11.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.6K+ 9.23% |
$1.95M - $1.98M
|
552K
$23.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40.9K+ 52.18% |
$1.71M - $1.74M
|
119K
$5M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36.6K+ 7.38% |
$1.53M - $1.55M
|
532K
$22.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
26.9K+ 3.98% |
$1.13M - $1.14M
|
704K
$29.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.4KNew |
$475K - $483K
|
11.4K
$476K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.34KNew |
$391K - $397K
|
9.34K
$391K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.25K+ 1.39% |
$303K - $308K
|
530K
$22.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.69K+ 5.22% |
$238K - $242K
|
115K
$4.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.52K+ 11.78% |
$231K - $234K
|
52.3K
$2.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.39K+ 7.83% |
$226K - $229K
|
74.2K
$3.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$207K - $210K
|
4.95K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.59K+ 10.32% |
$66.7K - $67.7K
|
17K
$714K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
927+ 3.05% |
$38.8K - $39.4K
|
31.3K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647New |
$27.1K - $27.5K
|
647
$27.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
603New |
$25.2K - $25.6K
|
603
$25.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
137+ 1.46% |
$5.73K - $5.82K
|
9.49K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
84+ 1.47% |
$3.51K - $3.57K
|
5.8K
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.38K - $1.4K
|
33
$1.38K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-29- 0.41% |
$1.21K - $1.23K
|
7.09K
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-200- 0.28% |
$8.37K - $8.5K
|
71.1K
$2.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-637- 1.17% |
$26.7K - $27.1K
|
53.7K
$2.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-940- 1.44% |
$39.3K - $39.9K
|
64.4K
$2.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1K- 1.48% |
$41.9K - $42.5K
|
66.5K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.2K- 1.14% |
$50.4K - $51.1K
|
104K
$4.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-4.31K- 29.38% |
$180K - $183K
|
10.4K
$434K
|
|