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 $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
830,934
shares
|
$55.5 Million
0.02% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
769,050
shares
|
$51.4 Million
6.04% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
655,328
shares
|
$43.8 Million
0.01% of portfolio
|
Q1 2025
Added 33.36%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
628,533
shares
|
$42 Million
3.55% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
620,453
shares
|
$41.5 Million
6.15% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
591,062
shares
|
$39.5 Million
0.08% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$38.6 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
534,700
shares
|
$35.7 Million
0.69% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
507,542
shares
|
$33.9 Million
7.26% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
491,200
shares
|
$32.8 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
490,071
shares
|
$32.7 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
482,417
shares
|
$32.2 Million
9.57% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
474,795
shares
|
$31.7 Million
10.55% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
464,559
shares
|
$31 Million
1.94% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
464,290
shares
|
$31 Million
8.85% of portfolio
|
Q1 2025
Added 46.08%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
419,347
shares
|
$28 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
411,685
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
353,669
shares
|
$23.6 Million
14.07% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
340,841
shares
|
$22.8 Million
0.46% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
340,264
shares
|
$22.7 Million
2.41% of portfolio
|
Q4 2024
Added 44.98%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
327,396
shares
|
$21.9 Million
0.75% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
326,902
shares
|
$21.8 Million
1.28% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
323,644
shares
|
$21.6 Million
3.1% of portfolio
|
Q1 2025
Added 83.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
323,079
shares
|
$21.6 Million
0.0% of portfolio
|
Q1 2025
Added 43.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
286,975
shares
|
$19.2 Million
3.14% of portfolio
|
Q1 2025
Added 2.72%
|