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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,645
shares
|
$550,729
0.06% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,431
shares
|
$538,510
0.13% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,910
shares
|
$508,761
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
7,853
shares
|
$448,406
0.23% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$446,579
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,961
shares
|
$397,473
0.0% of portfolio
|
Q4 2024
Reduced 37.94%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,630
shares
|
$378,573
0.03% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,603
shares
|
$377,031
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
6,385
shares
|
$364,583
0.08% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
6,268
shares
|
$357,902
0.14% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
6,100
shares
|
$348,310
0.09% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,936
shares
|
$338,945
0.19% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,898
shares
|
$336,775
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
5,485
shares
|
$313,193
0.16% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,319
shares
|
$303,714
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
4,967
shares
|
$283,615
0.01% of portfolio
|
Q1 2024
Reduced 44.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,633
shares
|
$264,544
0.01% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,613
shares
|
$263,402
0.03% of portfolio
|
Q2 2024
Added 93.58%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,600
shares
|
$262,660
0.11% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,570
shares
|
$260,947
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
4,440
shares
|
$253,524
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
3,920
shares
|
$223,832
0.19% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
3,340
shares
|
$190,714
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,821
shares
|
$161,079
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,545
shares
|
$145,319
0.02% of portfolio
|
Q4 2024
Added 296.42%
|