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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
89,941
shares
|
$6.19 Million
1.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.05 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
84,843
shares
|
$5.84 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
83,792
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Added 41.11%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
83,271
shares
|
$5.73 Million
1.24% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
81,163
shares
|
$5.59 Million
0.84% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
80,840
shares
|
$5.56 Million
2.11% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
80,822
shares
|
$5.56 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
77,928
shares
|
$5.36 Million
1.22% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.07 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$4.97 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,768
shares
|
$4.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
71,663
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Added 231.96%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
64,357
shares
|
$4.43 Million
1.0% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
63,392
shares
|
$4.36 Million
2.83% of portfolio
|
Q3 2024
Added 4029.77%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
63,342
shares
|
$4.36 Million
0.72% of portfolio
|
Q3 2024
Added 261.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
63,110
shares
|
$4.34 Million
1.74% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,800
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
62,090
shares
|
$4.27 Million
1.34% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
61,791
shares
|
$4.25 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.21 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
58,678
shares
|
$4.04 Million
2.87% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
57,717
shares
|
$3.97 Million
2.23% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,261
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Added 15.71%
|