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 420 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $7.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
75,652
shares
|
$5.5 Million
1.56% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
74,085
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.35 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
73,449
shares
|
$5.34 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$5.25 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
72,020
shares
|
$5.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
71,676
shares
|
$5.21 Million
0.64% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
70,673
shares
|
$5.13 Million
2.63% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
67,868
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
67,377
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
66,588
shares
|
$4.84 Million
0.43% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
65,652
shares
|
$4.77 Million
3.03% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
64,997
shares
|
$4.72 Million
2.24% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
64,265
shares
|
$4.67 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
63,220
shares
|
$4.59 Million
2.44% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
62,330
shares
|
$4.53 Million
3.63% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.45 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
59,720
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
59,696
shares
|
$4.34 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
58,666
shares
|
$4.26 Million
0.54% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
56,876
shares
|
$4.13 Million
3.26% of portfolio
|
Q3 2025
Added 52.74%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
55,798
shares
|
$4.05 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
55,256
shares
|
$4.01 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
54,220
shares
|
$3.94 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|