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 382 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,645,590
shares
|
$670 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,179,549
shares
|
$429 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,749,856
shares
|
$191 Million
0.05% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,281,637
shares
|
$158 Million
0.06% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,029,687
shares
|
$141 Million
0.11% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,969,084
shares
|
$137 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,887,554
shares
|
$131 Million
0.08% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,656,598
shares
|
$115 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,627,076
shares
|
$113 Million
12.48% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,559,044
shares
|
$108 Million
0.43% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,495,289
shares
|
$104 Million
1.86% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,456,466
shares
|
$101 Million
0.01% of portfolio
|
Q1 2025
Added 37.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,342,796
shares
|
$93.3 Million
2.65% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,285,000
shares
|
$89.2 Million
1.93% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,205,444
shares
|
$83.7 Million
8.2% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,188,235
shares
|
$82.5 Million
0.16% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,182,164
shares
|
$82.1 Million
0.96% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,117,274
shares
|
$77.6 Million
6.63% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,051,553
shares
|
$73 Million
5.95% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,026,562
shares
|
$71.3 Million
9.22% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,009,828
shares
|
$70.1 Million
5.74% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,001,083
shares
|
$69.5 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
996,328
shares
|
$69.2 Million
11.15% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
988,110
shares
|
$68.6 Million
2.73% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
955,336
shares
|
$66.3 Million
0.09% of portfolio
|
Q1 2025
Added 13.38%
|