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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
26,234
shares
|
$1.75 Million
1.24% of portfolio
|
Q1 2025
Reduced 28.61%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
25,380
shares
|
$1.7 Million
0.18% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,640
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
23,832
shares
|
$1.59 Million
0.33% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
23,770
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,383
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 82.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
22,871
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
22,109
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Added 195.34%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
21,978
shares
|
$1.47 Million
0.69% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,553
shares
|
$1.44 Million
0.28% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
21,397
shares
|
$1.43 Million
0.32% of portfolio
|
Q4 2024
Added 448.78%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
21,238
shares
|
$1.42 Million
0.07% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
20,482
shares
|
$1.37 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
20,031
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2025
Added 238.13%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
19,980
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 114.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
19,752
shares
|
$1.32 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
19,601
shares
|
$1.31 Million
0.17% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
19,384
shares
|
$1.3 Million
0.79% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
18,736
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
18,613
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
18,492
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 208.41%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18,328
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
17,964
shares
|
$1.2 Million
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
17,940
shares
|
$1.2 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,917
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 25.22%
|