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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8,404
shares
|
$525,250
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,198
shares
|
$512,375
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,147
shares
|
$509,187
0.02% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$496,812
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
7,800
shares
|
$487,500
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
7,671
shares
|
$479,437
0.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,600
shares
|
$475,000
0.01% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,496
shares
|
$468,500
0.03% of portfolio
|
Q4 2024
Added 52.82%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
7,460
shares
|
$466,250
0.41% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
7,403
shares
|
$462,687
0.23% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,152
shares
|
$447,000
0.05% of portfolio
|
Q1 2025
Added 234.21%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,987
shares
|
$436,687
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,626
shares
|
$414,125
0.0% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,574
shares
|
$410,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,498
shares
|
$406,125
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
6,465
shares
|
$404,062
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
6,330
shares
|
$395,625
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
5,966
shares
|
$372,875
0.22% of portfolio
|
Q1 2025
Added 85.97%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,924
shares
|
$370,250
0.06% of portfolio
|
Q4 2024
Added 41.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,860
shares
|
$366,250
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,812
shares
|
$363,250
0.05% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
5,795
shares
|
$362,187
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
5,687
shares
|
$355,437
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
5,606
shares
|
$350,375
0.09% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
5,441
shares
|
$340,062
0.25% of portfolio
|
Q4 2024
New holding
|