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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,652
shares
|
$611,782
0.0% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
8,608
shares
|
$608,671
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,358
shares
|
$590,994
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,271
shares
|
$584,842
0.13% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$562,073
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
7,924
shares
|
$560,306
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,806
shares
|
$551,962
0.33% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
7,664
shares
|
$541,921
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
7,637
shares
|
$540,012
0.33% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
7,552
shares
|
$534,001
0.23% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,432
shares
|
$525,516
0.05% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,975
shares
|
$493,202
0.06% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
6,911
shares
|
$488,676
0.09% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,665
shares
|
$471,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
6,625
shares
|
$468,453
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
6,537
shares
|
$462,231
0.15% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,463
shares
|
$456,998
0.0% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,342
shares
|
$448,442
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
6,329
shares
|
$447,523
0.04% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$442,927
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
6,191
shares
|
$437,765
0.05% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
6,128
shares
|
$433,310
0.1% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
6,103
shares
|
$431,543
0.08% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,860
shares
|
$414,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
5,835
shares
|
$412,592
0.27% of portfolio
|
Q2 2025
Added 7.24%
|