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 375 institutions that hold shares in the stock, with a total of 79.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,692
shares
|
$327,313
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,676
shares
|
$326,197
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,524
shares
|
$315,594
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,465
shares
|
$311,478
12.55% of portfolio
|
Q4 2023
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,394
shares
|
$306,525
0.34% of portfolio
|
Q1 2025
Added 46.27%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
4,359
shares
|
$304,083
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,235
shares
|
$295,433
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
4,143
shares
|
$289,015
0.31% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
3,988
shares
|
$278,202
0.03% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,897
shares
|
$271,854
0.18% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
3,876
shares
|
$270,389
0.05% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,827
shares
|
$266,971
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,800
shares
|
$265,088
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
3,747
shares
|
$261,390
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,541
shares
|
$247,020
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,536
shares
|
$246,671
0.05% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,514
shares
|
$245,136
0.0% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,483
shares
|
$242,974
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
3,348
shares
|
$233,556
0.06% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,176
shares
|
$221,557
0.0% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
3,162
shares
|
$220,581
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,112
shares
|
$217,093
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,106
shares
|
$216,674
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,836
shares
|
$197,839
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,817
shares
|
$196,513
0.0% of portfolio
|
Q1 2025
Reduced 20.49%
|