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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
769,050
shares
|
$48.3 Million
6.04% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
678,277
shares
|
$42.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
622,599
shares
|
$39.1 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$36.3 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
562,184
shares
|
$35.3 Million
0.08% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
539,922
shares
|
$33.9 Million
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
507,542
shares
|
$31.9 Million
7.26% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
491,411
shares
|
$30.9 Million
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
490,071
shares
|
$30.8 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
454,763
shares
|
$28.6 Million
9.84% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
450,536
shares
|
$28.3 Million
10.63% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
446,081
shares
|
$28 Million
1.84% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
437,665
shares
|
$27.5 Million
0.55% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
419,347
shares
|
$26.3 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
410,331
shares
|
$25.8 Million
15.5% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
395,739
shares
|
$24.9 Million
0.01% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
340,264
shares
|
$21.4 Million
2.41% of portfolio
|
Q4 2024
Added 44.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
326,902
shares
|
$20.5 Million
1.28% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
317,834
shares
|
$20 Million
7.09% of portfolio
|
Q4 2024
Added 2613.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
314,439
shares
|
$19.7 Million
0.75% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
279,375
shares
|
$17.5 Million
3.26% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
258,280
shares
|
$16.2 Million
5.26% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
255,514
shares
|
$16 Million
13.9% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
245,223
shares
|
$15.4 Million
3.48% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
244,937
shares
|
$15.4 Million
9.48% of portfolio
|
Q1 2025
Added 11.18%
|