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 114 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $751 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,364
shares
|
$420,363
0.0% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,811
shares
|
$397,934
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,671
shares
|
$392,255
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
9,266
shares
|
$375,828
0.08% of portfolio
|
Q1 2024
Reduced 61.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
9,013
shares
|
$365,567
0.03% of portfolio
|
Q3 2024
Added 35.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
8,314
shares
|
$337,215
0.01% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,931
shares
|
$321,681
0.06% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,224
shares
|
$293,005
0.01% of portfolio
|
Q3 2024
Reduced 89.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,174
shares
|
$290,977
0.0% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
6,635
shares
|
$269,115
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
6,516
shares
|
$264,288
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
6,405
shares
|
$259,786
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
5,999
shares
|
$243,319
0.12% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
5,811
shares
|
$235,694
0.03% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,581
shares
|
$226,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
5,494
shares
|
$222,836
0.11% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,487
shares
|
$222,552
0.03% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,275
shares
|
$213,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,245
shares
|
$212,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,147
shares
|
$208,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$197,486
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,744
shares
|
$192,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
4,441
shares
|
$180,126
0.08% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,680
shares
|
$149,260
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,479
shares
|
$100,548
0.0% of portfolio
|
Q3 2024
New holding
|