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 390 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
33,666
shares
|
$2.38 Million
0.55% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
32,786
shares
|
$2.32 Million
0.64% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
32,440
shares
|
$2.29 Million
0.23% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
32,334
shares
|
$2.29 Million
0.65% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,591
shares
|
$2.23 Million
0.5% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
31,482
shares
|
$2.23 Million
0.6% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,394
shares
|
$2.15 Million
0.36% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30,376
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Added 121.25%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
30,072
shares
|
$2.13 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
28,973
shares
|
$2.05 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
28,772
shares
|
$2.03 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
28,380
shares
|
$2.01 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
27,774
shares
|
$1.96 Million
1.19% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
27,360
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
26,388
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
25,999
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 170.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
24,900
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 192.94%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
24,744
shares
|
$1.75 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
24,641
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
23,770
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
23,597
shares
|
$1.67 Million
0.23% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
23,453
shares
|
$1.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
23,379
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,365
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
22,996
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Added 24.36%
|