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 420 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $7.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,607
shares
|
$843,248
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,473
shares
|
$833,513
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$801,620
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,404
shares
|
$755,850
0.02% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,956
shares
|
$723,303
0.0% of portfolio
|
Q3 2025
Added 589.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
9,614
shares
|
$698,457
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
9,545
shares
|
$693,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,533
shares
|
$692,572
0.01% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,492
shares
|
$689,593
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
9,365
shares
|
$680,367
0.48% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
9,309
shares
|
$676,298
0.15% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,981
shares
|
$652,469
0.01% of portfolio
|
Q3 2025
Reduced 24.8%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
8,913
shares
|
$647,529
0.22% of portfolio
|
Q3 2025
Added 61.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,910
shares
|
$647,311
0.01% of portfolio
|
Q3 2025
Added 350.23%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
8,880
shares
|
$645,132
0.63% of portfolio
|
Q3 2025
Added 62.76%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,429
shares
|
$612,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,337
shares
|
$605,683
0.06% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,274
shares
|
$601,106
0.07% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,155
shares
|
$592,460
0.0% of portfolio
|
Q3 2025
Added 1665.15%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
8,089
shares
|
$587,665
0.47% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$577,494
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,945
shares
|
$577,204
0.03% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
7,885
shares
|
$572,845
0.25% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
7,872
shares
|
$571,900
0.24% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,663
shares
|
$556,716
0.02% of portfolio
|
Q4 2025
Added 14.32%
|
|