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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,690
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
24,423
shares
|
$1.39 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
22,363
shares
|
$1.28 Million
0.33% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,740
shares
|
$1.24 Million
0.62% of portfolio
|
Q1 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
21,002
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 244.8%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
20,117
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
18,675
shares
|
$1.07 Million
0.79% of portfolio
|
Q4 2024
Reduced 31.19%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,636
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
17,454
shares
|
$996,623
0.01% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,672
shares
|
$951,971
0.04% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,660
shares
|
$894,186
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,904
shares
|
$851,018
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
14,900
shares
|
$850,790
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,716
shares
|
$840,283
0.06% of portfolio
|
Q4 2024
Added 40.42%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
14,685
shares
|
$838,513
0.57% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$832,518
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
13,579
shares
|
$775,360
0.08% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
12,970
shares
|
$740,587
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,729
shares
|
$726,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
11,949
shares
|
$682,287
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
11,611
shares
|
$662,988
0.09% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
11,154
shares
|
$636,893
0.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,067
shares
|
$631,925
0.08% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
10,610
shares
|
$605,831
0.19% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
10,055
shares
|
$574,140
0.11% of portfolio
|
Q4 2024
Reduced 57.03%
|