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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
31.7K+ 35.4% |
$1.8M - $2.16M
|
121K
$8.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 17.46% |
$1.78M - $2.13M
|
210K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 2.38% |
$1.77M - $2.13M
|
1.34M
$96.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
28.8KNew |
$1.64M - $1.96M
|
28.8K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 12.95% |
$1.63M - $1.95M
|
250K
$18M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28K+ 8.56% |
$1.59M - $1.91M
|
355K
$25.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
27.9K+ 280.84% |
$1.59M - $1.91M
|
37.9K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
27.3K+ 2.26% |
$1.55M - $1.86M
|
1.23M
$88.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
26.7K+ 19.73% |
$1.52M - $1.82M
|
162K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.8K+ 4.1% |
$1.46M - $1.76M
|
654K
$47.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
24.8K+ 2.45% |
$1.41M - $1.69M
|
1.03M
$74.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.4K+ 20.33% |
$1.39M - $1.67M
|
145K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 7.5% |
$1.38M - $1.65M
|
347K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.5K+ 4.4% |
$1.34M - $1.6M
|
558K
$40.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
23.2K+ 25.81% |
$1.32M - $1.58M
|
113K
$8.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23K+ 2.19% |
$1.31M - $1.57M
|
1.07M
$77.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
22.1K+ 11.13% |
$1.26M - $1.51M
|
221K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20K+ 3.39% |
$1.14M - $1.37M
|
611K
$44M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
18.5K+ 121.42% |
$1.05M - $1.26M
|
33.7K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
17.6K+ 6.8% |
$998K - $1.2M
|
276K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17.4K+ 6.81% |
$987K - $1.18M
|
272K
$19.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
17.4KNew |
$986K - $1.18M
|
17.4K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
17K+ 9.92% |
$966K - $1.16M
|
188K
$13.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.6K+ 121.25% |
$946K - $1.14M
|
30.4K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.4K+ 170.99% |
$933K - $1.12M
|
26K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4K+ 192.94% |
$932K - $1.12M
|
24.9K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 348.25% |
$926K - $1.11M
|
21K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 7.46% |
$923K - $1.11M
|
234K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16K+ 16.21% |
$912K - $1.09M
|
115K
$8.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.9K+ 12.0% |
$906K - $1.09M
|
149K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3K+ 22.15% |
$867K - $1.04M
|
84.1K
$6.05M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
15.2K+ 24.55% |
$861K - $1.03M
|
76.8K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 211.15% |
$839K - $1.01M
|
21.7K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$823K - $987K
|
14.5K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
14.1K+ 9.81% |
$804K - $965K
|
158K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
14.1K+ 31.54% |
$802K - $962K
|
58.8K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.9K+ 23.5% |
$791K - $949K
|
73.1K
$5.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13.3K+ 9.04% |
$755K - $905K
|
160K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.6K+ 12.17% |
$719K - $863K
|
117K
$8.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
12.6K+ 11.39% |
$717K - $860K
|
123K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
12.5K+ 11.51% |
$709K - $851K
|
121K
$8.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.9KNew |
$679K - $815K
|
11.9K
$859K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.8K+ 7.19% |
$671K - $805K
|
176K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.8K+ 13.48% |
$668K - $802K
|
98.9K
$7.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.9K+ 24.61% |
$621K - $746K
|
55.4K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.8K+ 2.32% |
$613K - $736K
|
475K
$34.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10.6K+ 5.41% |
$603K - $723K
|
206K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
10.4K+ 2.2% |
$593K - $711K
|
485K
$34.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10K+ 17.65% |
$571K - $685K
|
66.9K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.95K+ 7.99% |
$565K - $678K
|
134K
$9.67M
|