Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.98M+ 161.49% |
$567M - $681M
|
16.2M
$1.16B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.36M+ 564.79% |
$532M - $638M
|
11M
$792M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.19M+ 12655.12% |
$124M - $149M
|
2.21M
$159M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54MNew |
$87.6M - $105M
|
1.54M
$111M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
743KNew |
$42.3M - $50.7M
|
743K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681K+ 1114.5% |
$38.7M - $46.5M
|
743K
$53.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
572K+ 220.94% |
$32.5M - $39M
|
831K
$59.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
417KNew |
$23.7M - $28.4M
|
417K
$30M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
319K+ 130.48% |
$18.1M - $21.7M
|
563K
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305K+ 11.07% |
$17.3M - $20.8M
|
3.05M
$220M
|
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
247KNew |
$14.1M - $16.9M
|
247K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196K+ 146.73% |
$11.2M - $13.4M
|
330K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
188K+ 13.03% |
$10.7M - $12.8M
|
1.63M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
169K+ 14.28% |
$9.6M - $11.5M
|
1.35M
$97.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145K+ 12.17% |
$8.22M - $9.86M
|
1.33M
$95.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
118KNew |
$6.73M - $8.07M
|
118K
$8.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
118K+ 12.97% |
$6.7M - $8.04M
|
1.03M
$73.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 10.8% |
$6.14M - $7.37M
|
1.11M
$79.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
103K+ 587.2% |
$5.86M - $7.03M
|
121K
$8.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
99.5KNew |
$5.66M - $6.79M
|
99.5K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
98.8KNew |
$5.62M - $6.74M
|
98.8K
$7.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.9K+ 98.02% |
$5.45M - $6.54M
|
194K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
94K+ 43.11% |
$5.34M - $6.41M
|
312K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90.1K+ 4776.36% |
$5.12M - $6.15M
|
92K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
88.6K+ 215.1% |
$5.04M - $6.05M
|
130K
$9.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.6K+ 254.94% |
$4.75M - $5.7M
|
116K
$8.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 68.4% |
$4.66M - $5.59M
|
202K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79.7K+ 7.13% |
$4.53M - $5.44M
|
1.2M
$86.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.4K+ 3.48% |
$4.51M - $5.42M
|
2.36M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
78.7K+ 19.11% |
$4.47M - $5.37M
|
490K
$35.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
78.5K+ 4.16% |
$4.46M - $5.36M
|
1.97M
$141M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
77.3KNew |
$4.39M - $5.27M
|
77.3K
$5.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72.7K+ 15.66% |
$4.13M - $4.96M
|
537K
$38.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
65.8K+ 10.6% |
$3.74M - $4.49M
|
686K
$49.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
58.8KNew |
$3.35M - $4.01M
|
58.8K
$4.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
53K+ 5.32% |
$3.01M - $3.62M
|
1.05M
$75.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
51.4K+ 30.5% |
$2.92M - $3.51M
|
220K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51KNew |
$2.9M - $3.48M
|
51K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
44.7K+ 4.52% |
$2.54M - $3.05M
|
1.03M
$74.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
43.5K+ 2404.2% |
$2.47M - $2.97M
|
45.3K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.5K+ 784.68% |
$2.41M - $2.9M
|
47.9K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42.3K+ 184.78% |
$2.4M - $2.88M
|
65.1K
$4.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
41.8K+ 26.55% |
$2.38M - $2.85M
|
199K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
37.7K+ 7.81% |
$2.14M - $2.57M
|
520K
$37.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
37.5K+ 103.57% |
$2.13M - $2.56M
|
73.8K
$5.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36.5KNew |
$2.07M - $2.49M
|
36.5K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.4K+ 9.53% |
$2.07M - $2.48M
|
418K
$30.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
34.5K+ 80.99% |
$1.96M - $2.36M
|
77.2K
$5.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32.7K+ 14.08% |
$1.86M - $2.23M
|
265K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
32.3K+ 643.96% |
$1.84M - $2.21M
|
37.3K
$2.69M
|