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 361 institutions that hold shares in the stock, with a total of 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,196
shares
|
$824,750
0.01% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
12,982
shares
|
$811,375
0.48% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,829
shares
|
$801,812
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,416
shares
|
$776,000
0.06% of portfolio
|
Q4 2024
Added 34.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
11,846
shares
|
$740,375
0.07% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
11,330
shares
|
$708,125
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$689,625
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
10,952
shares
|
$684,500
0.16% of portfolio
|
Q4 2024
Reduced 44.07%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
10,830
shares
|
$676,875
0.24% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
10,609
shares
|
$663,062
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
10,560
shares
|
$660,000
0.44% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,494
shares
|
$655,875
0.04% of portfolio
|
Q1 2025
Reduced 92.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
10,404
shares
|
$650,250
0.12% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,162
shares
|
$635,125
0.0% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
9,675
shares
|
$604,687
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,594
shares
|
$599,625
0.04% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
9,550
shares
|
$596,875
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
9,505
shares
|
$594,062
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
9,383
shares
|
$586,437
0.13% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,333
shares
|
$583,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,262
shares
|
$578,875
0.37% of portfolio
|
Q1 2025
Added 47.34%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,262
shares
|
$578,875
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9,218
shares
|
$576,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
9,208
shares
|
$575,500
0.08% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
8,661
shares
|
$541,312
0.02% of portfolio
|
Q4 2024
Added 2.5%
|