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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,239
shares
|
$156,192
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,145
shares
|
$149,635
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,968
shares
|
$137,287
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,952
shares
|
$136,171
0.0% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,917
shares
|
$133,729
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,887
shares
|
$131,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,857
shares
|
$129,544
0.02% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,809
shares
|
$126,195
0.04% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,636
shares
|
$114,127
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,512
shares
|
$105,477
0.0% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,476
shares
|
$102,965
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,192
shares
|
$83,153
0.0% of portfolio
|
Q1 2025
Added 124.06%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,094
shares
|
$76,317
0.05% of portfolio
|
Q1 2025
Added 47.04%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,078
shares
|
$75,201
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,071
shares
|
$74,712
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,017
shares
|
$70,945
0.03% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
994
shares
|
$69,341
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
950
shares
|
$66,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
910
shares
|
$63,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
855
shares
|
$59,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
818
shares
|
$57,063
0.01% of portfolio
|
Q1 2025
Reduced 67.88%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
810
shares
|
$56,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
759
shares
|
$52,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
757
shares
|
$52,808
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
743
shares
|
$51,831
0.02% of portfolio
|
Q1 2025
Added 58.09%
|