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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,885
shares
|
$107,633
0.03% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,566
shares
|
$89,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,463
shares
|
$83,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,221
shares
|
$69,719
0.0% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,202
shares
|
$68,634
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,167
shares
|
$66,635
0.01% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,164
shares
|
$66,464
0.0% of portfolio
|
Q2 2024
Reduced 55.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
967
shares
|
$55,215
0.0% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
937
shares
|
$53,502
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
929
shares
|
$53,045
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
514
shares
|
$29,349
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
469
shares
|
$26,779
0.0% of portfolio
|
Q1 2024
Added 144.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
270
shares
|
$15,417
0.0% of portfolio
|
Q4 2024
Reduced 89.62%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
255
shares
|
$14,560
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
227
shares
|
$12,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
135
shares
|
$7,708
0.0% of portfolio
|
Q4 2024
Added 95.65%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$5,710
0.0% of portfolio
|
Q4 2023
Reduced 87.52%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
56
shares
|
$3,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
30
shares
|
$1,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11
shares
|
$628
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|