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 $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
17,543
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
17,305
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
17,231
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,217
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,896
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,705
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
15,268
shares
|
$1.02 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
15,221
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
14,567
shares
|
$973,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,291
shares
|
$954,924
0.27% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
14,194
shares
|
$948,443
0.37% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
13,938
shares
|
$931,337
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,729
shares
|
$917,371
0.01% of portfolio
|
Q1 2025
Added 108.84%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
13,325
shares
|
$890,376
0.26% of portfolio
|
Q1 2025
Added 134.18%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
13,275
shares
|
$887,035
0.1% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,196
shares
|
$881,756
0.01% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
12,982
shares
|
$867,457
0.48% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
11,939
shares
|
$797,763
0.18% of portfolio
|
Q1 2025
Added 28.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,412
shares
|
$762,549
0.03% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
11,263
shares
|
$752,593
0.6% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$737,291
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
10,830
shares
|
$723,660
0.24% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
10,609
shares
|
$708,893
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
10,560
shares
|
$705,619
0.44% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,494
shares
|
$701,209
0.04% of portfolio
|
Q1 2025
Reduced 92.18%
|