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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,061
shares
|
$1.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,582
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
14,470
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
14,266
shares
|
$1.01 Million
0.5% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
13,288
shares
|
$939,594
0.71% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
13,275
shares
|
$938,675
0.1% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
13,187
shares
|
$932,452
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
13,081
shares
|
$924,957
0.59% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
12,084
shares
|
$854,459
0.26% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,943
shares
|
$844,489
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,372
shares
|
$804,114
0.06% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,252
shares
|
$795,628
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$780,214
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
11,004
shares
|
$778,092
0.4% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
10,966
shares
|
$775,405
0.57% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
10,797
shares
|
$763,455
0.35% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
10,404
shares
|
$735,666
0.06% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
9,615
shares
|
$679,876
0.49% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
9,590
shares
|
$678,108
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,545
shares
|
$674,926
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,491
shares
|
$671,108
0.17% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,210
shares
|
$651,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
8,988
shares
|
$635,541
0.3% of portfolio
|
Q2 2025
Added 50.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,942
shares
|
$632,288
0.03% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,904
shares
|
$629,601
0.11% of portfolio
|
Q1 2025
Added 8.61%
|