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 155 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $816 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
92,332
shares
|
$6.39 Million
0.6% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
90,086
shares
|
$6.24 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
84,365
shares
|
$5.84 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
76,992
shares
|
$5.33 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,713
shares
|
$5.31 Million
0.04% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,682
shares
|
$5.24 Million
0.02% of portfolio
|
Q3 2025
Added 544.98%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
70,616
shares
|
$4.89 Million
3.04% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
70,153
shares
|
$4.86 Million
1.13% of portfolio
|
Q4 2025
Reduced 6.17%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
69,584
shares
|
$4.82 Million
1.17% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
62,673
shares
|
$4.34 Million
1.87% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
57,162
shares
|
$3.96 Million
0.36% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
56,084
shares
|
$3.88 Million
1.09% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
55,473
shares
|
$3.84 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
52,928
shares
|
$3.66 Million
0.58% of portfolio
|
Q4 2025
Added 27.41%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
49,519
shares
|
$3.43 Million
1.72% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
48,565
shares
|
$3.36 Million
1.88% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
48,325
shares
|
$3.35 Million
0.1% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
47,734
shares
|
$3.3 Million
0.63% of portfolio
|
Q4 2025
Added 51.76%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
41,917
shares
|
$2.9 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
40,906
shares
|
$2.83 Million
0.1% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
36,837
shares
|
$2.55 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
34,686
shares
|
$2.4 Million
1.93% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,906
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,723
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
30,731
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 5.51%
|
|