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 $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,223
shares
|
$634,819
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
8,820
shares
|
$607,080
0.41% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,450
shares
|
$581,613
0.02% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,358
shares
|
$575,281
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
8,296
shares
|
$571,013
0.06% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$547,129
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
7,491
shares
|
$515,605
0.28% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
7,476
shares
|
$514,573
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,340
shares
|
$505,212
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,932
shares
|
$477,129
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,458
shares
|
$444,504
0.05% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
6,408
shares
|
$441,062
0.22% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,402
shares
|
$440,649
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
6,400
shares
|
$440,512
0.02% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
6,210
shares
|
$427,434
0.32% of portfolio
|
Q3 2024
Added 172.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,722
shares
|
$393,845
0.0% of portfolio
|
Q3 2024
Added 49.59%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
5,687
shares
|
$391,436
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,497
shares
|
$378,358
0.3% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5,480
shares
|
$377,188
0.09% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
5,430
shares
|
$373,746
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
5,428
shares
|
$373,609
0.04% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
5,411
shares
|
$372,439
0.08% of portfolio
|
Q3 2024
Reduced 96.63%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,348
shares
|
$368,102
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
5,117
shares
|
$352,203
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
5,101
shares
|
$351,101
0.14% of portfolio
|
Q1 2024
Added 15.8%
|