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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$788,632
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
13,806
shares
|
$746,766
0.58% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Verus Financial Partners, Inc.
|
Aug 05, 2024 Q2 2024 |
13,410
shares
|
$725,346
0.08% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,969
shares
|
$701,493
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,877
shares
|
$642,426
0.0% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
11,593
shares
|
$627,065
0.11% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,217
shares
|
$606,727
0.0% of portfolio
|
Q3 2024
Added 61.14%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
11,037
shares
|
$596,991
0.04% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
10,645
shares
|
$575,788
0.07% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
10,540
shares
|
$570,108
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,480
shares
|
$566,863
0.04% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
10,359
shares
|
$560,318
0.2% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,315
shares
|
$557,938
0.16% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
9,661
shares
|
$522,563
0.0% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
9,624
shares
|
$520,562
0.17% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
9,469
shares
|
$512,178
0.04% of portfolio
|
Q2 2024
Added 143.54%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Aug 06, 2024 Q2 2024 |
9,439
shares
|
$510,555
0.3% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$423,037
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
6,626
shares
|
$358,400
0.15% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
6,604
shares
|
$357,210
0.03% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
6,586
shares
|
$356,236
0.09% of portfolio
|
Q2 2024
Added 49.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
6,268
shares
|
$339,036
0.16% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
5,771
shares
|
$312,153
0.19% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
5,128
shares
|
$277,373
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,967
shares
|
$268,665
0.01% of portfolio
|
Q1 2024
Reduced 44.24%
|