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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
285,527
shares
|
$19.1 Million
0.12% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,374
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 57.63%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
263,567
shares
|
$17.6 Million
3.88% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
258,907
shares
|
$17.3 Million
0.27% of portfolio
|
Q1 2025
Added 69.22%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
258,280
shares
|
$17.3 Million
5.26% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
255,514
shares
|
$17.1 Million
13.9% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
255,094
shares
|
$17 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
244,937
shares
|
$16.4 Million
9.48% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
244,111
shares
|
$16.3 Million
0.12% of portfolio
|
Q1 2025
Added 33.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
241,608
shares
|
$16.1 Million
0.1% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
241,364
shares
|
$16.1 Million
3.28% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
236,142
shares
|
$15.8 Million
11.14% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
232,326
shares
|
$15.5 Million
3.29% of portfolio
|
Q1 2025
Added 43.31%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
231,682
shares
|
$15.5 Million
12.96% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
227,711
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 97.94%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
221,296
shares
|
$14.8 Million
7.53% of portfolio
|
Q1 2025
Added 63.89%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
217,984
shares
|
$14.6 Million
2.73% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
217,576
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
203,263
shares
|
$13.6 Million
10.45% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
198,970
shares
|
$13.3 Million
9.73% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
198,466
shares
|
$13.3 Million
5.31% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
195,897
shares
|
$13.1 Million
9.61% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
191,281
shares
|
$12.8 Million
4.3% of portfolio
|
Q1 2025
Reduced 36.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
186,709
shares
|
$12.5 Million
0.4% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
186,302
shares
|
$12.4 Million
0.14% of portfolio
|
Q1 2025
Added 60.23%
|