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 285 institutions that hold shares in the stock, with a total of 57.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
17,964
shares
|
$1.25 Million
0.63% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
17,912
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,474
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 261.86%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,881
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
16,524
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,896
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,846
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
15,631
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
14,904
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,585
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 186.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
14,311
shares
|
$997,619
0.4% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,905
shares
|
$969,317
0.0% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
13,275
shares
|
$925,400
0.1% of portfolio
|
Q1 2024
Reduced 42.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,227
shares
|
$922,054
0.03% of portfolio
|
Q3 2024
Added 788.91%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
13,015
shares
|
$907,275
0.32% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
12,931
shares
|
$901,420
0.09% of portfolio
|
Q3 2024
Reduced 81.19%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
12,016
shares
|
$837,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
11,712
shares
|
$816,443
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$769,180
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
10,807
shares
|
$753,355
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
10,761
shares
|
$750,149
0.08% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
10,725
shares
|
$747,639
0.61% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
9,800
shares
|
$683,157
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
9,686
shares
|
$675,211
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
9,252
shares
|
$644,956
0.06% of portfolio
|
Q3 2024
New holding
|