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 136 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,110,173
shares
|
$214 Million
1.59% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,606,278
shares
|
$67.3 Million
0.02% of portfolio
|
Q3 2025
Added 47.27%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1,400,955
shares
|
$58.7 Million
5.73% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,335,439
shares
|
$56 Million
0.0% of portfolio
|
Q3 2025
Added 36587.88%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
1,283,098
shares
|
$53.8 Million
6.58% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
1,136,082
shares
|
$47.6 Million
4.9% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,093,877
shares
|
$45.8 Million
2.9% of portfolio
|
Q3 2025
Reduced 50.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
975,121
shares
|
$40.9 Million
0.5% of portfolio
|
Q3 2025
Added 118.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
826,561
shares
|
$34.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
677,003
shares
|
$28.4 Million
10.02% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
567,448
shares
|
$23.8 Million
15.76% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
529,857
shares
|
$22.2 Million
3.74% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
522,466
shares
|
$21.9 Million
6.36% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
505,426
shares
|
$21.2 Million
0.17% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
504,080
shares
|
$21.1 Million
4.88% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
495,642
shares
|
$20.8 Million
6.47% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
488,079
shares
|
$20.5 Million
0.02% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
448,630
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
438,633
shares
|
$18.4 Million
2.92% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
386,951
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
378,752
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
363,234
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
248,794
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.9 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
226,151
shares
|
$9.48 Million
0.21% of portfolio
|
Q3 2025
Added 6.23%
|
|