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 |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
36,243
shares
|
$2.42 Million
3.11% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,892
shares
|
$2.4 Million
0.43% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
35,559
shares
|
$2.38 Million
0.09% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
35,120
shares
|
$2.35 Million
0.08% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
34,384
shares
|
$2.3 Million
0.98% of portfolio
|
Q1 2025
Added 36.32%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
34,310
shares
|
$2.29 Million
0.45% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
34,107
shares
|
$2.28 Million
0.98% of portfolio
|
Q1 2025
Added 99.61%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,839
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,775
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 261.12%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
32,758
shares
|
$2.19 Million
1.2% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
32,270
shares
|
$2.16 Million
0.59% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
32,141
shares
|
$2.15 Million
0.48% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
31,703
shares
|
$2.12 Million
0.62% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,591
shares
|
$2.11 Million
0.5% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
31,481
shares
|
$2.1 Million
0.75% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
31,446
shares
|
$2.1 Million
1.13% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
30,872
shares
|
$2.06 Million
0.65% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
30,858
shares
|
$2.06 Million
1.94% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
30,072
shares
|
$2.01 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
28,973
shares
|
$1.94 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
28,788
shares
|
$1.92 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,325
shares
|
$1.89 Million
0.37% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
28,222
shares
|
$1.89 Million
1.07% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
27,413
shares
|
$1.83 Million
0.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
27,359
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
New holding
|