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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
133,809
shares
|
$8.94 Million
0.22% of portfolio
|
Q1 2025
Added 88.73%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
133,529
shares
|
$8.92 Million
6.5% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
133,135
shares
|
$8.9 Million
7.09% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
132,854
shares
|
$8.88 Million
3.02% of portfolio
|
Q1 2025
Added 1297.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
129,536
shares
|
$8.66 Million
3.01% of portfolio
|
Q1 2025
Added 28.96%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
124,524
shares
|
$8.32 Million
0.61% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$8.29 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
122,938
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
122,680
shares
|
$8.2 Million
7.13% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
120,124
shares
|
$8.03 Million
0.03% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
119,827
shares
|
$8.01 Million
0.27% of portfolio
|
Q1 2025
Added 281.43%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
119,210
shares
|
$7.97 Million
4.79% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
119,153
shares
|
$7.96 Million
1.83% of portfolio
|
Q1 2025
Added 43.46%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$7.92 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
114,339
shares
|
$7.64 Million
0.63% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
110,789
shares
|
$7.4 Million
4.89% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
110,188
shares
|
$7.36 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
108,467
shares
|
$7.25 Million
0.11% of portfolio
|
Q1 2025
Added 286.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
103,958
shares
|
$6.95 Million
0.03% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,131
shares
|
$6.89 Million
0.09% of portfolio
|
Q1 2025
Added 98.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
98,998
shares
|
$6.62 Million
0.94% of portfolio
|
Q1 2025
Added 639.67%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
98,795
shares
|
$6.6 Million
0.69% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
97,926
shares
|
$6.54 Million
3.76% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
97,854
shares
|
$6.54 Million
0.01% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
97,540
shares
|
$6.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|