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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
182,211
shares
|
$12.2 Million
2.94% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
181,361
shares
|
$12.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
178,893
shares
|
$12 Million
3.44% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
176,342
shares
|
$11.8 Million
0.83% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
173,215
shares
|
$11.6 Million
0.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,862
shares
|
$11.6 Million
1.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
171,275
shares
|
$11.4 Million
4.03% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
169,265
shares
|
$11.3 Million
2.6% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
168,962
shares
|
$11.3 Million
5.79% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
168,466
shares
|
$11.3 Million
1.53% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
166,562
shares
|
$11.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
164,140
shares
|
$11 Million
2.91% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
164,074
shares
|
$11 Million
1.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
157,594
shares
|
$10.5 Million
6.68% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
153,868
shares
|
$10.3 Million
2.4% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
151,474
shares
|
$10.1 Million
7.51% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
150,032
shares
|
$10 Million
3.61% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
148,991
shares
|
$9.96 Million
6.03% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
146,765
shares
|
$9.81 Million
5.74% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
146,596
shares
|
$9.8 Million
0.79% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
144,239
shares
|
$9.64 Million
5.52% of portfolio
|
Q1 2025
Added 26.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
139,098
shares
|
$9.29 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
136,363
shares
|
$9.11 Million
5.06% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
135,302
shares
|
$9.04 Million
5.81% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
134,134
shares
|
$8.96 Million
5.3% of portfolio
|
Q1 2025
Added 21.45%
|