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 124 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $452 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 |
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,111,200
shares
|
$64.9 Million
0.03% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,046,265
shares
|
$61.1 Million
5.68% of portfolio
|
Q4 2024
Added 297.25%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
542,800
shares
|
$31.7 Million
5.4% of portfolio
|
Q1 2025
Added 34561.56%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
456,194
shares
|
$26.6 Million
1.85% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
273,267
shares
|
$16 Million
1.34% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
237,243
shares
|
$13.9 Million
1.62% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
232,301
shares
|
$13.6 Million
4.01% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
204,174
shares
|
$11.9 Million
4.05% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
182,737
shares
|
$10.7 Million
6.38% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
160,996
shares
|
$9.4 Million
0.15% of portfolio
|
Q4 2024
Added 229.96%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
139,639
shares
|
$8.16 Million
1.62% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
128,349
shares
|
$7.5 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
122,713
shares
|
$7.17 Million
6.76% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
116,619
shares
|
$6.81 Million
3.34% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
106,228
shares
|
$6.2 Million
4.52% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
106,093
shares
|
$6.2 Million
0.2% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
103,635
shares
|
$6.05 Million
0.27% of portfolio
|
Q4 2024
Added 106.47%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
99,371
shares
|
$5.8 Million
0.5% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
88,900
shares
|
$5.19 Million
1.51% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
86,932
shares
|
$5.08 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
84,258
shares
|
$4.92 Million
1.12% of portfolio
|
Q1 2025
Added 72.88%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
83,632
shares
|
$4.88 Million
0.49% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
82,337
shares
|
$4.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
81,839
shares
|
$4.78 Million
0.65% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$4.48 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|