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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
203,475
shares
|
$14.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
201,785
shares
|
$14.3 Million
0.39% of portfolio
|
Q2 2025
Added 68.4%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
199,443
shares
|
$14.1 Million
6.78% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
193,769
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Added 98.02%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
191,426
shares
|
$13.5 Million
4.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
189,111
shares
|
$13.4 Million
0.14% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
188,273
shares
|
$13.3 Million
4.25% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
179,983
shares
|
$12.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
177,298
shares
|
$12.5 Million
5.99% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
175,944
shares
|
$12.4 Million
3.13% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
175,445
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
174,053
shares
|
$12.3 Million
2.48% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
173,321
shares
|
$12.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,862
shares
|
$12.2 Million
1.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
168,998
shares
|
$11.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
168,064
shares
|
$11.9 Million
0.91% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
167,805
shares
|
$11.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
164,818
shares
|
$11.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
161,993
shares
|
$11.5 Million
6.77% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
160,038
shares
|
$11.3 Million
5.69% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
158,384
shares
|
$11.2 Million
5.94% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
156,424
shares
|
$11.1 Million
7.39% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
152,346
shares
|
$10.8 Million
5.76% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
148,795
shares
|
$10.5 Million
3.52% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
147,151
shares
|
$10.4 Million
0.71% of portfolio
|
Q2 2025
Added 0.38%
|