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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
6,910
shares
|
$461,726
0.24% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
6,625
shares
|
$442,682
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,518
shares
|
$435,532
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
6,465
shares
|
$431,991
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
6,330
shares
|
$422,970
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
6,280
shares
|
$419,629
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
6,103
shares
|
$407,802
0.08% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
5,966
shares
|
$398,648
0.22% of portfolio
|
Q1 2025
Added 85.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,860
shares
|
$391,565
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,812
shares
|
$388,357
0.05% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
5,795
shares
|
$387,221
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
5,606
shares
|
$374,592
0.09% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
5,469
shares
|
$365,438
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
5,441
shares
|
$363,567
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,416
shares
|
$361,897
0.13% of portfolio
|
Q1 2025
Added 71.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,411
shares
|
$361,563
0.0% of portfolio
|
Q1 2025
Reduced 80.46%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,348
shares
|
$357,353
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
5,242
shares
|
$350,270
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,162
shares
|
$344,924
0.01% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
5,117
shares
|
$341,917
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
5,020
shares
|
$335,436
0.04% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,909
shares
|
$328,019
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,783
shares
|
$319,600
0.24% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,740
shares
|
$316,726
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,692
shares
|
$313,519
0.15% of portfolio
|
Q3 2024
Added 0.41%
|