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 373 institutions that hold shares in the stock, with a total of 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,904,202
shares
|
$662 Million
1.32% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,179,549
shares
|
$413 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,749,856
shares
|
$184 Million
0.05% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,281,637
shares
|
$152 Million
0.06% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,029,687
shares
|
$136 Million
0.11% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,969,084
shares
|
$132 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,887,554
shares
|
$126 Million
0.08% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,656,598
shares
|
$111 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,559,044
shares
|
$104 Million
0.43% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,488,918
shares
|
$99.5 Million
2.1% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,456,466
shares
|
$97.3 Million
0.01% of portfolio
|
Q1 2025
Added 37.72%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,439,526
shares
|
$96.2 Million
11.64% of portfolio
|
Q1 2025
Added 21.58%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
1,311,624
shares
|
$87.6 Million
2.69% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,285,000
shares
|
$85.9 Million
1.93% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,205,444
shares
|
$80.5 Million
8.2% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,188,235
shares
|
$79.4 Million
0.16% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,182,164
shares
|
$79 Million
0.96% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,117,274
shares
|
$74.7 Million
6.63% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,051,553
shares
|
$70.3 Million
5.95% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,009,828
shares
|
$67.5 Million
5.74% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,001,083
shares
|
$66.9 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
996,328
shares
|
$66.6 Million
11.15% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
988,110
shares
|
$66 Million
2.73% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
955,336
shares
|
$63.8 Million
0.09% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
908,716
shares
|
$60.7 Million
8.51% of portfolio
|
Q1 2025
Added 6.61%
|