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 116 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $974 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
5,963,949
shares
|
$243 Million
1.14% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,110,501
shares
|
$127 Million
1.36% of portfolio
|
Q3 2024
Added 306.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,433,104
shares
|
$58.5 Million
0.09% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,299,658
shares
|
$53.1 Million
7.31% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,274,559
shares
|
$52 Million
5.77% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
1,089,870
shares
|
$44.5 Million
4.58% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
838,605
shares
|
$34.2 Million
3.44% of portfolio
|
Q3 2024
Added 874.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
827,214
shares
|
$33.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
584,469
shares
|
$23.9 Million
11.09% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
492,112
shares
|
$20.1 Million
6.92% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
460,743
shares
|
$18.8 Million
3.8% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
386,939
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
380,867
shares
|
$15.5 Million
0.16% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
352,728
shares
|
$14.4 Million
5.72% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
351,632
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
324,079
shares
|
$13.2 Million
4.79% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
319,566
shares
|
$13 Million
2.73% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
236,159
shares
|
$9.64 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
215,983
shares
|
$8.82 Million
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
203,384
shares
|
$8.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
141,187
shares
|
$5.76 Million
0.23% of portfolio
|
Q3 2024
Added 146.74%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
140,442
shares
|
$5.73 Million
0.24% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,524
shares
|
$5.57 Million
0.52% of portfolio
|
Q3 2022
Added 116.5%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
136,518
shares
|
$5.57 Million
1.29% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
130,882
shares
|
$5.34 Million
0.35% of portfolio
|
Q3 2024
Added 61.59%
|