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 121 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
68,035
shares
|
$3.88 Million
0.5% of portfolio
|
Q4 2024
Added 171.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,496
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
62,281
shares
|
$3.56 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
61,477
shares
|
$3.51 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
55,863
shares
|
$3.19 Million
0.87% of portfolio
|
Q4 2024
Reduced 45.71%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
50,541
shares
|
$2.89 Million
4.67% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
48,737
shares
|
$2.78 Million
0.6% of portfolio
|
Q4 2024
Added 70.94%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
47,385
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2023
Added 22.06%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
43,934
shares
|
$2.51 Million
0.39% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
42,293
shares
|
$2.41 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
41,994
shares
|
$2.4 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
40,392
shares
|
$2.31 Million
0.23% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
39,715
shares
|
$2.27 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
39,277
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 1104.08%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
39,106
shares
|
$2.23 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
38,555
shares
|
$2.2 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,138
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 61.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
37,104
shares
|
$2.12 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,101
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
35,265
shares
|
$2.01 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
34,723
shares
|
$1.98 Million
0.6% of portfolio
|
Q4 2024
Added 66.59%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
27,576
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
27,414
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
27,246
shares
|
$1.56 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
26,145
shares
|
$1.49 Million
0.32% of portfolio
|
Q1 2024
Reduced 5.07%
|