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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
219
shares
|
$15,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
176
shares
|
$12,712
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
126
shares
|
$9,100
0.0% of portfolio
|
Q2 2025
Reduced 86.74%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
108
shares
|
$7,800
0.0% of portfolio
|
Q2 2025
Reduced 80.11%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
89
shares
|
$6,428
0.0% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
62
shares
|
$4,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
61
shares
|
$4,406
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
40
shares
|
$2,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
38
shares
|
$2,744
0.0% of portfolio
|
Q2 2025
Added 3700.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
36
shares
|
$2,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
18
shares
|
$1,300
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
13
shares
|
$938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$72
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|