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 155 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $816 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
14,900
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,699
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
14,580
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
14,416
shares
|
$998,019
0.14% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
13,825
shares
|
$957,104
0.09% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
12,970
shares
|
$897,913
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
12,403
shares
|
$858,659
0.15% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
11,385
shares
|
$788,183
0.05% of portfolio
|
Q4 2025
Reduced 25.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
10,908
shares
|
$755,160
0.06% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,720
shares
|
$742,145
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,564
shares
|
$731,345
0.01% of portfolio
|
Q3 2025
Added 118.49%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
9,736
shares
|
$674,023
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
8,964
shares
|
$620,577
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
8,878
shares
|
$614,623
0.12% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
8,819
shares
|
$610,539
0.07% of portfolio
|
Q4 2025
Reduced 11.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,417
shares
|
$582,708
0.0% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
8,370
shares
|
$579,455
0.05% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,195
shares
|
$567,339
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
8,115
shares
|
$561,801
0.16% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
8,099
shares
|
$560,693
0.26% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,821
shares
|
$541,447
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,262
shares
|
$502,748
0.0% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
7,074
shares
|
$489,733
0.1% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
6,952
shares
|
$481,286
0.22% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
6,800
shares
|
$470,764
0.08% of portfolio
|
Q1 2025
Reduced 32.37%
|
|