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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
10,404
shares
|
$695,195
0.12% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,162
shares
|
$679,024
0.0% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
10,067
shares
|
$672,676
0.64% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
9,951
shares
|
$664,925
0.02% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,785
shares
|
$653,833
0.05% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,594
shares
|
$641,071
0.04% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,550
shares
|
$638,130
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
9,383
shares
|
$626,972
0.13% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,262
shares
|
$618,886
0.37% of portfolio
|
Q1 2025
Added 47.34%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
9,208
shares
|
$615,278
0.08% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,904
shares
|
$594,965
0.11% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
8,500
shares
|
$567,970
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8,404
shares
|
$561,555
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$531,152
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
7,774
shares
|
$519,458
0.35% of portfolio
|
Q1 2025
Reduced 49.92%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
7,671
shares
|
$512,576
0.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,563
shares
|
$505,359
0.0% of portfolio
|
Q1 2025
Added 147.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,496
shares
|
$500,882
0.03% of portfolio
|
Q4 2024
Added 52.82%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
7,460
shares
|
$498,477
0.41% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,416
shares
|
$495,537
0.0% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
7,403
shares
|
$494,668
0.23% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,152
shares
|
$477,896
0.05% of portfolio
|
Q1 2025
Added 234.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,074
shares
|
$472,684
0.01% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,987
shares
|
$466,871
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,983
shares
|
$466,604
0.0% of portfolio
|
Q1 2025
Added 74.79%
|