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 110 institutions that hold shares in the stock, with a total of 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
50,541
shares
|
$2.73 Million
4.67% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
50,194
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2024
Added 878.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
48,793
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
47,385
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2023
Added 22.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,233
shares
|
$2.39 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
42,629
shares
|
$2.3 Million
0.56% of portfolio
|
Q3 2024
Added 442.56%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
42,536
shares
|
$2.3 Million
1.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
40,392
shares
|
$2.18 Million
0.23% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,522
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
35,353
shares
|
$1.91 Million
1.47% of portfolio
|
Q3 2024
Added 76.18%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
34,723
shares
|
$1.87 Million
0.6% of portfolio
|
Q4 2024
Added 66.59%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
34,436
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
32,583
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
28,511
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
27,576
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
27,246
shares
|
$1.47 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
26,483
shares
|
$1.43 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
25,046
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,577
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
23,400
shares
|
$1.26 Million
0.29% of portfolio
|
Q3 2024
Reduced 41.99%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,740
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,671
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
19,906
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
18,675
shares
|
$1.01 Million
0.79% of portfolio
|
Q4 2024
Reduced 31.19%
|