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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
4,818
shares
|
$260,605
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
4,613
shares
|
$249,517
0.03% of portfolio
|
Q2 2024
Added 93.58%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,600
shares
|
$248,814
0.14% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,588
shares
|
$248,164
0.0% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,265
shares
|
$230,693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,242
shares
|
$229,449
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
3,920
shares
|
$212,032
0.2% of portfolio
|
Q1 2024
Reduced 14.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,745
shares
|
$202,567
0.01% of portfolio
|
Q2 2024
Added 6.06%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,726
shares
|
$201,539
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,709
shares
|
$200,619
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
2,798
shares
|
$151,343
0.01% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,755
shares
|
$149,017
0.0% of portfolio
|
Q2 2024
Added 275400.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,475
shares
|
$79,782
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,296
shares
|
$70,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,202
shares
|
$65,016
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$62,960
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
1,091
shares
|
$59,012
0.01% of portfolio
|
Q2 2024
Added 69.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
1,078
shares
|
$58,309
0.01% of portfolio
|
Q2 2024
Added 34.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
937
shares
|
$50,682
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
929
shares
|
$50,249
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
537
shares
|
$29,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
469
shares
|
$25,368
0.0% of portfolio
|
Q1 2024
Added 144.27%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
255
shares
|
$13,792
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
227
shares
|
$12,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
201
shares
|
$10,872
0.01% of portfolio
|
Q4 2023
New holding
|