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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
735
shares
|
$51,273
0.01% of portfolio
|
Q3 2023
Reduced 10.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
620
shares
|
$43,251
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
598
shares
|
$41,716
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
577
shares
|
$40,251
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
543
shares
|
$37,879
0.0% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
523
shares
|
$36,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
499
shares
|
$34,810
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
480
shares
|
$33,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
446
shares
|
$31,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
395
shares
|
$27,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
373
shares
|
$26,020
0.0% of portfolio
|
Q2 2023
Reduced 2.36%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
279
shares
|
$19,463
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
278
shares
|
$19,393
0.01% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
219
shares
|
$15,277
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
176
shares
|
$12,277
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
168
shares
|
$11,719
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
147
shares
|
$10,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
90
shares
|
$6,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
89
shares
|
$6,208
0.0% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
62
shares
|
$4,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
36
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
20
shares
|
$1,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
16
shares
|
$1,116
0.0% of portfolio
|
Q1 2025
New holding
|