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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,020
shares
|
$290,364
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,988
shares
|
$288,053
0.03% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
3,876
shares
|
$279,963
0.05% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,827
shares
|
$276,424
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,816
shares
|
$275,629
0.0% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,807
shares
|
$274,979
0.16% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,800
shares
|
$274,474
0.0% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
3,747
shares
|
$270,645
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
3,547
shares
|
$256,199
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
3,536
shares
|
$255,405
0.05% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,349
shares
|
$241,898
0.02% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,312
shares
|
$239,225
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,164
shares
|
$228,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
3,140
shares
|
$226,802
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,112
shares
|
$224,779
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
3,096
shares
|
$223,624
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
3,034
shares
|
$219,145
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,999
shares
|
$216,617
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,875
shares
|
$207,661
0.08% of portfolio
|
Q2 2025
Added 286.94%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,836
shares
|
$204,844
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,145
shares
|
$154,933
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,979
shares
|
$142,943
0.0% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,968
shares
|
$142,148
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,917
shares
|
$138,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,879
shares
|
$135,720
0.0% of portfolio
|
Q2 2025
New holding
|