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 103 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
774,594
shares
|
$41.9 Million
0.03% of portfolio
|
Q2 2024
Added 17.49%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
421,497
shares
|
$22.8 Million
1.63% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
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
|
$14.1 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
198,792
shares
|
$10.8 Million
4.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
186,579
shares
|
$10.1 Million
3.75% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
177,372
shares
|
$9.59 Million
6.22% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
129,523
shares
|
$7.01 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
124,184
shares
|
$6.72 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
119,604
shares
|
$6.47 Million
4.7% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
113,212
shares
|
$6.12 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
110,476
shares
|
$5.98 Million
1.34% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
109,750
shares
|
$5.94 Million
0.68% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
100,962
shares
|
$5.46 Million
0.2% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
77,687
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2024
Added 8.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$4.15 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
75,895
shares
|
$4.11 Million
1.47% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
71,933
shares
|
$3.89 Million
0.44% of portfolio
|
Q2 2024
Added 9.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
70,658
shares
|
$3.82 Million
0.0% of portfolio
|
Q2 2024
Added 239.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
70,098
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
63,950
shares
|
$3.46 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
58,158
shares
|
$3.15 Million
0.9% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
53,830
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
48,619
shares
|
$2.63 Million
0.81% of portfolio
|
Q2 2024
Added 225.3%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
48,332
shares
|
$2.61 Million
4.38% of portfolio
|
Q3 2024
Reduced 5.7%
|