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 390 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
347,307
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
345,971
shares
|
$24.5 Million
13.48% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
340,841
shares
|
$24.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
330,146
shares
|
$23.3 Million
0.45% of portfolio
|
Q2 2025
Added 146.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
323,762
shares
|
$22.9 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
311,955
shares
|
$22.1 Million
3.85% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
298,409
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
283,739
shares
|
$20.1 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
275,842
shares
|
$19.5 Million
5.23% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
272,457
shares
|
$19.3 Million
0.95% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
268,374
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Added 57.63%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
265,049
shares
|
$18.7 Million
3.51% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
254,002
shares
|
$18 Million
3.61% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
253,790
shares
|
$17.9 Million
13.97% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
249,948
shares
|
$17.7 Million
7.76% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
242,762
shares
|
$17.2 Million
9.22% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
239,478
shares
|
$16.9 Million
10.93% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
233,812
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
232,278
shares
|
$16.4 Million
3.28% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
221,117
shares
|
$15.6 Million
10.2% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
219,854
shares
|
$15.5 Million
1.85% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
210,131
shares
|
$14.9 Million
3.63% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
208,306
shares
|
$14.7 Million
5.33% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
207,156
shares
|
$14.6 Million
9.82% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
206,497
shares
|
$14.6 Million
9.39% of portfolio
|
Q2 2025
Added 5.41%
|