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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
142,009
shares
|
$9.77 Million
0.25% of portfolio
|
Q3 2024
Added 28.14%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
138,264
shares
|
$9.52 Million
4.5% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
137,660
shares
|
$9.48 Million
2.49% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
137,041
shares
|
$9.43 Million
5.85% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
134,747
shares
|
$9.27 Million
6.39% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
132,137
shares
|
$9.09 Million
5.16% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
127,187
shares
|
$8.75 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$8.54 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
119,180
shares
|
$8.2 Million
0.09% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$8.16 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
113,470
shares
|
$7.81 Million
0.51% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
110,921
shares
|
$7.63 Million
4.56% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
109,058
shares
|
$7.51 Million
0.16% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
106,854
shares
|
$7.35 Million
0.78% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
104,216
shares
|
$7.17 Million
4.24% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
101,160
shares
|
$6.96 Million
4.82% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
97,540
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,604
shares
|
$6.65 Million
0.03% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
95,379
shares
|
$6.56 Million
0.55% of portfolio
|
Q3 2024
Added 374.17%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
94,416
shares
|
$6.5 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
93,892
shares
|
$6.46 Million
3.67% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
93,774
shares
|
$6.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
93,636
shares
|
$6.44 Million
3.81% of portfolio
|
Q3 2024
Added 53.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.36 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
91,218
shares
|
$6.28 Million
0.02% of portfolio
|
Q3 2024
Added 8.43%
|