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 219 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
6,251,242
shares
|
$396 Million
1.09% of portfolio
|
Q1 2024
Added 3489.74%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,947,678
shares
|
$123 Million
5.79% of portfolio
|
Q1 2024
Added 4.0%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,743,516
shares
|
$110 Million
3.52% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
1,355,499
shares
|
$85.8 Million
2.86% of portfolio
|
Q1 2024
Added 23.24%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,345,967
shares
|
$85.2 Million
0.09% of portfolio
|
Q1 2024
Added 45.71%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
1,188,379
shares
|
$75.2 Million
0.05% of portfolio
|
Q1 2024
Added 17.65%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,071,438
shares
|
$67.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
963,709
shares
|
$61 Million
0.15% of portfolio
|
Q1 2024
Added 19672.45%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
932,981
shares
|
$59.1 Million
3.31% of portfolio
|
Q1 2024
Added 3.74%
|
|
Bridgewater Advisors Inc.
|
Apr 30, 2024 Q1 2024 |
900,120
shares
|
$57 Million
8.66% of portfolio
|
Q1 2024
Added 0.77%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
881,923
shares
|
$55.8 Million
1.8% of portfolio
|
Q1 2024
Added 61.23%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
834,433
shares
|
$52.8 Million
0.69% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
775,971
shares
|
$49.1 Million
0.03% of portfolio
|
Q1 2024
Added 18.17%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
764,689
shares
|
$48.4 Million
4.92% of portfolio
|
Q1 2024
Added 5.06%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
751,306
shares
|
$47.6 Million
7.4% of portfolio
|
Q1 2024
Added 32.22%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
719,913
shares
|
$45.6 Million
0.08% of portfolio
|
Q1 2024
Added 6.65%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
634,228
shares
|
$40.1 Million
0.97% of portfolio
|
Q1 2024
Added 28.63%
|
|
Falcon Wealth Planning
|
Apr 15, 2024 Q1 2024 |
616,096
shares
|
$39 Million
6.28% of portfolio
|
Q1 2024
Added 120.94%
|
|
Nixon Peabody Trust CO
Boston, MA |
May 07, 2024 Q1 2024 |
580,853
shares
|
$36.8 Million
3.49% of portfolio
|
Q1 2024
Added 9.76%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
540,539
shares
|
$34.2 Million
3.23% of portfolio
|
Q1 2024
Added 15.79%
|
|
Opus Capital Group, LLC
|
Apr 26, 2024 Q1 2024 |
455,264
shares
|
$28.8 Million
4.27% of portfolio
|
Q1 2024
Added 3.43%
|
|
Jrm Investment Counsel, LLC
|
May 14, 2024 Q1 2024 |
399,601
shares
|
$25.3 Million
8.48% of portfolio
|
Q1 2024
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
392,855
shares
|
$24.9 Million
1.76% of portfolio
|
Q1 2024
Added 23.61%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Apr 30, 2024 Q1 2024 |
373,391
shares
|
$23.6 Million
9.82% of portfolio
|
Q1 2024
Added 10.6%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
316,844
shares
|
$20.1 Million
11.94% of portfolio
|
Q1 2024
Added 4.59%
|