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 390 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
22,231
shares
|
$1.57 Million
0.67% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,740
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 211.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21,261
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,132
shares
|
$1.49 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
20,960
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Added 348.25%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
20,474
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
20,359
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2025
Added 91.9%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,298
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
20,154
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
19,873
shares
|
$1.41 Million
0.54% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
19,721
shares
|
$1.39 Million
0.78% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
19,434
shares
|
$1.37 Million
0.58% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
19,032
shares
|
$1.35 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,909
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
18,758
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,621
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
18,152
shares
|
$1.28 Million
1.02% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
17,964
shares
|
$1.27 Million
0.63% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
17,809
shares
|
$1.26 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
17,351
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,614
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,896
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
15,647
shares
|
$1.11 Million
0.42% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
15,607
shares
|
$1.1 Million
0.65% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
15,533
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
Added 16.57%
|