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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,755
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Added 5394.96%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
217,234
shares
|
$15 Million
10.01% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
209,017
shares
|
$14.4 Million
7.46% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
203,962
shares
|
$14 Million
11.13% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
200,063
shares
|
$13.8 Million
9.34% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
195,263
shares
|
$13.4 Million
0.55% of portfolio
|
Q3 2024
Added 32.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
193,366
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
192,526
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
189,161
shares
|
$13 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
187,577
shares
|
$12.9 Million
6.82% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
187,197
shares
|
$12.9 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
186,993
shares
|
$12.9 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
171,874
shares
|
$11.8 Million
2.47% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
169,521
shares
|
$11.7 Million
5.75% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
165,687
shares
|
$11.4 Million
0.66% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
160,729
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
158,065
shares
|
$10.9 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
157,681
shares
|
$10.9 Million
4.77% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
156,079
shares
|
$10.7 Million
2.43% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
154,305
shares
|
$10.6 Million
2.31% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
151,242
shares
|
$10.4 Million
4.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
147,789
shares
|
$10.2 Million
7.64% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
146,909
shares
|
$10.1 Million
3.34% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
145,963
shares
|
$10 Million
6.29% of portfolio
|
Q3 2024
Added 80.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
143,004
shares
|
$9.84 Million
2.77% of portfolio
|
Q3 2024
Added 1.72%
|