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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,017
shares
|
$63,867
0.03% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
994
shares
|
$62,423
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
950
shares
|
$59,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
927
shares
|
$58,215
0.0% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
911
shares
|
$57,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
910
shares
|
$57,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
833
shares
|
$52,312
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
810
shares
|
$50,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
759
shares
|
$47,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
757
shares
|
$47,539
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
743
shares
|
$46,660
0.02% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
735
shares
|
$46,158
0.01% of portfolio
|
Q3 2023
Reduced 10.91%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
719
shares
|
$45,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
620
shares
|
$38,936
0.0% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
577
shares
|
$36,235
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
532
shares
|
$33,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
523
shares
|
$32,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
499
shares
|
$31,337
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
446
shares
|
$28,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
428
shares
|
$26,878
0.0% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
395
shares
|
$24,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
373
shares
|
$23,424
0.0% of portfolio
|
Q2 2023
Reduced 2.36%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
343
shares
|
$21,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
286
shares
|
$17,960
0.01% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
279
shares
|
$17,521
0.07% of portfolio
|
Q3 2024
New holding
|