Institutional Ownership American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 64.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,705,796
shares
|
$527 Million
1.11% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,969,084
shares
|
$135 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,907,422
shares
|
$131 Million
0.05% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,880,218
shares
|
$129 Million
0.03% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,766,405
shares
|
$121 Million
0.1% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,746,327
shares
|
$120 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,737,228
shares
|
$119 Million
0.07% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,603,858
shares
|
$110 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,525,473
shares
|
$104 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,511,839
shares
|
$103 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
1,339,283
shares
|
$91.6 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,229,591
shares
|
$84.1 Million
8.58% of portfolio
|
Q4 2024
Added 257.95%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,184,004
shares
|
$81 Million
9.76% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,108,265
shares
|
$75.8 Million
0.16% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,057,561
shares
|
$72.4 Million
0.01% of portfolio
|
Q4 2024
Added 85.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,055,799
shares
|
$72.2 Million
6.5% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,002,469
shares
|
$68.6 Million
1.59% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
996,181
shares
|
$68.2 Million
11.4% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
987,096
shares
|
$67.5 Million
6.85% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
971,276
shares
|
$66.5 Million
2.78% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
964,906
shares
|
$66 Million
1.01% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
908,524
shares
|
$62.2 Million
5.13% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
889,718
shares
|
$60.9 Million
0.0% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
852,397
shares
|
$58.3 Million
8.36% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
842,613
shares
|
$57.7 Million
0.08% of portfolio
|
Q4 2024
Added 6.84%
|