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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
94,154
shares
|
$6.29 Million
1.03% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.17 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
89,962
shares
|
$6.01 Million
2.35% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
89,566
shares
|
$5.98 Million
2.86% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
88,266
shares
|
$5.9 Million
1.19% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
88,065
shares
|
$5.88 Million
4.27% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$5.87 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
87,169
shares
|
$5.82 Million
0.46% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
86,804
shares
|
$5.8 Million
0.88% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
85,545
shares
|
$5.72 Million
1.71% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
84,069
shares
|
$5.62 Million
3.95% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
81,855
shares
|
$5.47 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
81,331
shares
|
$5.43 Million
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
80,067
shares
|
$5.35 Million
1.26% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
78,154
shares
|
$5.22 Million
4.47% of portfolio
|
Q1 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$4.92 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$4.83 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
68,872
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
64,311
shares
|
$4.3 Million
1.44% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
63,275
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
63,124
shares
|
$4.22 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
61,699
shares
|
$4.12 Million
1.35% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
61,629
shares
|
$4.12 Million
3.48% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.09 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
61,138
shares
|
$4.09 Million
0.04% of portfolio
|
Q1 2025
Added 1555.06%
|