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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
59,515
shares
|
$3.98 Million
3.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
59,183
shares
|
$3.95 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
58,199
shares
|
$3.89 Million
1.89% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
57,144
shares
|
$3.82 Million
0.51% of portfolio
|
Q1 2025
Added 96.1%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
56,888
shares
|
$3.8 Million
1.2% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
54,476
shares
|
$3.64 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
52,913
shares
|
$3.54 Million
0.42% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
52,473
shares
|
$3.51 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
47,811
shares
|
$3.19 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,973
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
44,827
shares
|
$3 Million
1.48% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
44,713
shares
|
$2.99 Million
2.24% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
44,425
shares
|
$2.97 Million
0.63% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
42,637
shares
|
$2.85 Million
0.56% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
42,375
shares
|
$2.83 Million
0.27% of portfolio
|
Q1 2025
Added 645.12%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,861
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 6252.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
41,213
shares
|
$2.75 Million
0.31% of portfolio
|
Q1 2025
Added 534.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
41,155
shares
|
$2.75 Million
0.34% of portfolio
|
Q1 2025
Added 72.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,125
shares
|
$2.75 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
39,482
shares
|
$2.64 Million
0.75% of portfolio
|
Q1 2025
Added 69.16%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
39,324
shares
|
$2.63 Million
1.35% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
39,310
shares
|
$2.63 Million
0.07% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
38,241
shares
|
$2.56 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
38,238
shares
|
$2.56 Million
0.07% of portfolio
|
Q1 2025
Added 13.76%
|