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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
930,071
shares
|
$50.2 Million
0.03% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
444,847
shares
|
$24 Million
1.61% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
263,380
shares
|
$14.2 Million
1.54% of portfolio
|
Q3 2024
Added 146.07%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
259,965
shares
|
$14 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
199,343
shares
|
$10.8 Million
3.68% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
199,047
shares
|
$10.7 Million
3.89% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
177,372
shares
|
$9.57 Million
6.22% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
128,919
shares
|
$6.96 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
116,992
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Added 1110.97%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
115,328
shares
|
$6.22 Million
2.8% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
112,885
shares
|
$6.09 Million
0.7% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
110,476
shares
|
$5.96 Million
1.34% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
108,239
shares
|
$5.84 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
106,598
shares
|
$5.75 Million
4.59% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
106,093
shares
|
$5.72 Million
0.2% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
102,898
shares
|
$5.55 Million
1.7% of portfolio
|
Q3 2024
Added 111.64%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
98,877
shares
|
$5.34 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
98,877
shares
|
$5.34 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77,621
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
77,237
shares
|
$4.17 Million
0.48% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$4.14 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
75,895
shares
|
$4.1 Million
1.47% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,364
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
71,799
shares
|
$3.87 Million
1.04% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
62,281
shares
|
$3.36 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.61%
|