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 285 institutions that hold shares in the stock, with a total of 57.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
623,789
shares
|
$42.9 Million
3.48% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
568,661
shares
|
$39.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
541,011
shares
|
$37.2 Million
0.07% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
498,186
shares
|
$34.3 Million
4.1% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
472,992
shares
|
$32.6 Million
6.95% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
436,160
shares
|
$30 Million
1.83% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
431,442
shares
|
$29.7 Million
9.88% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
417,879
shares
|
$28.8 Million
9.47% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
407,169
shares
|
$28 Million
0.01% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
384,980
shares
|
$26.5 Million
14.07% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
367,335
shares
|
$25.3 Million
2.97% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
358,632
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
345,841
shares
|
$23.8 Million
0.44% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
343,508
shares
|
$23.6 Million
2.35% of portfolio
|
Q3 2024
Added 203.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
311,179
shares
|
$21.4 Million
1.37% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
299,645
shares
|
$20.6 Million
7.06% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
293,058
shares
|
$20.2 Million
3.36% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
290,000
shares
|
$20 Million
0.68% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
280,732
shares
|
$19.3 Million
15.08% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
238,104
shares
|
$16.4 Million
5.25% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
237,947
shares
|
$16.4 Million
3.54% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
234,695
shares
|
$16.2 Million
1.73% of portfolio
|
Q4 2023
Added 52.98%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
231,759
shares
|
$16 Million
3.87% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
229,861
shares
|
$15.8 Million
11.28% of portfolio
|
Q3 2024
Added 2.54%
|