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 |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,416
shares
|
$338,500
0.13% of portfolio
|
Q1 2025
Added 71.61%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,348
shares
|
$334,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
5,311
shares
|
$331,937
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
5,117
shares
|
$319,812
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,020
shares
|
$313,750
0.04% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,953
shares
|
$309,562
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
4,853
shares
|
$303,312
0.07% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,783
shares
|
$298,937
0.24% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,740
shares
|
$296,250
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,692
shares
|
$293,250
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,636
shares
|
$289,750
0.0% of portfolio
|
Q4 2024
Added 144.26%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,515
shares
|
$282,187
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,465
shares
|
$279,062
12.55% of portfolio
|
Q4 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
4,340
shares
|
$271,250
0.09% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,235
shares
|
$264,687
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
4,143
shares
|
$258,937
0.31% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,995
shares
|
$249,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,897
shares
|
$243,562
0.18% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
3,876
shares
|
$242,250
0.05% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,827
shares
|
$239,187
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,800
shares
|
$237,500
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
3,732
shares
|
$233,250
0.23% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,694
shares
|
$230,875
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
3,664
shares
|
$229,000
0.06% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,615
shares
|
$225,937
0.0% of portfolio
|
Q4 2024
Reduced 89.86%
|