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 389 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
5,820
shares
|
$420,378
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,795
shares
|
$418,572
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,649
shares
|
$408,027
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
5,596
shares
|
$404,199
0.31% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
5,527
shares
|
$399,215
0.22% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
5,469
shares
|
$395,025
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,456
shares
|
$394,086
0.38% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,413
shares
|
$390,980
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,348
shares
|
$386,286
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
5,243
shares
|
$378,701
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
5,117
shares
|
$369,600
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,928
shares
|
$355,949
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,907
shares
|
$354,432
0.02% of portfolio
|
Q2 2025
Reduced 34.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,799
shares
|
$346,631
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,783
shares
|
$345,476
0.24% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,768
shares
|
$344,392
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,692
shares
|
$338,903
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,549
shares
|
$328,574
0.0% of portfolio
|
Q2 2025
Reduced 34.86%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,533
shares
|
$327,418
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,465
shares
|
$322,506
12.55% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
4,423
shares
|
$319,473
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
4,366
shares
|
$315,356
0.12% of portfolio
|
Q2 2025
Added 38.08%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
4,359
shares
|
$314,850
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,284
shares
|
$309,433
0.0% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,103
shares
|
$296,359
0.0% of portfolio
|
Q2 2025
New holding
|