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 284 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
4,932
shares
|
$351,257
0.05% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,905
shares
|
$349,334
0.02% of portfolio
|
Q3 2024
Added 40.95%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,692
shares
|
$334,164
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,505
shares
|
$320,846
0.02% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,465
shares
|
$317,997
12.55% of portfolio
|
Q4 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
4,438
shares
|
$316,074
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,272
shares
|
$304,251
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,186
shares
|
$298,126
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,140
shares
|
$294,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,075
shares
|
$290,221
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,977
shares
|
$283,241
0.09% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
3,899
shares
|
$277,686
0.05% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
3,876
shares
|
$276,048
0.05% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,846
shares
|
$273,912
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
3,700
shares
|
$263,514
0.21% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$260,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
3,595
shares
|
$256,035
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
3,585
shares
|
$255,323
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
3,536
shares
|
$251,833
0.07% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
3,511
shares
|
$250,053
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
3,470
shares
|
$247,133
0.08% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,469
shares
|
$247,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
3,247
shares
|
$231,251
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,132
shares
|
$223,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,113
shares
|
$221,707
0.02% of portfolio
|
Q3 2024
New holding
|