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 111 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,091
shares
|
$315,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
5,771
shares
|
$298,880
0.19% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,295
shares
|
$274,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,967
shares
|
$257,240
0.01% of portfolio
|
Q1 2024
Reduced 44.24%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
4,818
shares
|
$249,524
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,727
shares
|
$244,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,613
shares
|
$238,907
0.03% of portfolio
|
Q2 2024
Added 93.58%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,600
shares
|
$238,234
0.12% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,570
shares
|
$236,680
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,242
shares
|
$219,693
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,233
shares
|
$219,227
0.01% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
3,920
shares
|
$203,016
0.2% of portfolio
|
Q1 2024
Reduced 14.39%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,726
shares
|
$192,969
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,709
shares
|
$192,089
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,262
shares
|
$168,938
0.0% of portfolio
|
Q3 2024
Added 121.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,821
shares
|
$146,099
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,601
shares
|
$134,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,750
shares
|
$90,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,350
shares
|
$69,916
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,296
shares
|
$67,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,202
shares
|
$62,251
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,167
shares
|
$60,438
0.02% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$60,283
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,027
shares
|
$53,188
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
937
shares
|
$48,527
0.0% of portfolio
|
Q2 2023
New holding
|