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 284 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
50,150
shares
|
$3.57 Million
0.74% of portfolio
|
Q3 2024
Added 739.75%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
49,661
shares
|
$3.54 Million
0.04% of portfolio
|
Q3 2024
Added 106.63%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
47,599
shares
|
$3.39 Million
1.52% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
46,579
shares
|
$3.32 Million
1.02% of portfolio
|
Q3 2024
Added 40.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
46,526
shares
|
$3.31 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
45,679
shares
|
$3.25 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
45,411
shares
|
$3.23 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
44,049
shares
|
$3.14 Million
1.32% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
40,428
shares
|
$2.88 Million
0.62% of portfolio
|
Q3 2024
Added 95.74%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
39,845
shares
|
$2.84 Million
1.91% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
37,842
shares
|
$2.7 Million
1.86% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
35,784
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 107.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,647
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Added 59.31%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
35,559
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
33,372
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2024
Added 73.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,063
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 71.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
32,190
shares
|
$2.29 Million
0.08% of portfolio
|
Q3 2024
Added 63.62%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
31,477
shares
|
$2.24 Million
0.91% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
31,183
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Added 140.46%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
30,098
shares
|
$2.14 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
29,149
shares
|
$2.08 Million
0.62% of portfolio
|
Q3 2024
Added 143.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
29,135
shares
|
$2.07 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
28,920
shares
|
$2.06 Million
0.78% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
28,145
shares
|
$2 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,355
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2024
Added 14.19%
|