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 296 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.05 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
|
$539 Million
1.11% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,011,192
shares
|
$141 Million
5.61% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,773,463
shares
|
$124 Million
0.04% of portfolio
|
Q3 2024
Added 63.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,620,470
shares
|
$113 Million
0.03% of portfolio
|
Q3 2024
Added 122.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,613,239
shares
|
$113 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,603,858
shares
|
$112 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,580,503
shares
|
$111 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,570,305
shares
|
$110 Million
1.5% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,542,310
shares
|
$108 Million
0.06% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,519,200
shares
|
$106 Million
0.05% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,351,467
shares
|
$94.5 Million
2.76% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,184,004
shares
|
$82.8 Million
9.76% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,071,768
shares
|
$75 Million
3.17% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,068,631
shares
|
$74.8 Million
0.16% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
997,567
shares
|
$69.8 Million
6.08% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
992,105
shares
|
$69.4 Million
1.89% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
987,096
shares
|
$69 Million
6.85% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
973,032
shares
|
$68.1 Million
11.2% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
859,673
shares
|
$60.1 Million
4.79% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
858,560
shares
|
$60.1 Million
1.06% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
854,254
shares
|
$59.8 Million
8.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
801,673
shares
|
$56.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
788,681
shares
|
$55.2 Million
0.08% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
781,039
shares
|
$54.6 Million
0.0% of portfolio
|
Q3 2024
Added 33.01%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
675,956
shares
|
$47.3 Million
4.4% of portfolio
|
Q3 2024
Added 2.77%
|