Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
100KNew |
$6.65M - $7.02M
|
100K
$6.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
19.2K+ 16.14% |
$1.27M - $1.34M
|
138K
$9.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16.3K+ 51.76% |
$1.08M - $1.14M
|
47.7K
$3.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
13.6K+ 13.82% |
$906K - $956K
|
112K
$7.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
11.4K+ 27.41% |
$756K - $798K
|
52.9K
$3.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10.5K+ 50.91% |
$697K - $736K
|
31.1K
$2.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.75K+ 3414.98% |
$515K - $543K
|
7.98K
$552K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.81K+ 5.61% |
$386K - $407K
|
109K
$7.58M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
3.51KNew |
$233K - $246K
|
3.51K
$243K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.22KNew |
$214K - $225K
|
3.22K
$223K
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.16K+ 6.51% |
$210K - $221K
|
51.7K
$3.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.64K+ 4.94% |
$175K - $185K
|
56.1K
$3.88M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.44K+ 2.58% |
$95.3K - $101K
|
57.2K
$3.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 14.75% |
$79.3K - $83.7K
|
9.29K
$643K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 8.15% |
$78.4K - $82.7K
|
15.7K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
393+ 12.77% |
$26.1K - $27.5K
|
3.47K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
237+ 0.58% |
$15.7K - $16.6K
|
40.9K
$2.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
207+ 1.14% |
$13.7K - $14.5K
|
18.4K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.58% |
$4.78K - $5.04K
|
12.4K
$859K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-873- 48.23% |
$58K - $61.2K
|
937
$64.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-910- 0.77% |
$60.4K - $63.8K
|
118K
$8.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.11K- 11.13% |
$73.4K - $77.4K
|
8.82K
$611K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.33K- 1.14% |
$155K - $163K
|
203K
$14M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.95K- 25.76% |
$262K - $277K
|
11.4K
$788K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.61K- 6.17% |
$306K - $323K
|
70.2K
$4.86M
|
|