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 348 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
801,673
shares
|
$52.5 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
678,277
shares
|
$44.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
622,599
shares
|
$40.8 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
601,460
shares
|
$39.4 Million
4.83% of portfolio
|
Q4 2024
Added 63.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$37.8 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
|
$36.8 Million
0.08% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
539,922
shares
|
$35.3 Million
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
494,434
shares
|
$32.4 Million
4.19% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
491,411
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
487,382
shares
|
$31.9 Million
7.06% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
454,763
shares
|
$29.8 Million
9.84% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
450,536
shares
|
$29.5 Million
10.63% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
446,081
shares
|
$29.2 Million
1.84% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
437,665
shares
|
$28.7 Million
0.55% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
431,448
shares
|
$28.2 Million
2.99% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
410,331
shares
|
$26.9 Million
15.5% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
395,739
shares
|
$25.9 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
|
$22.3 Million
2.41% of portfolio
|
Q4 2024
Added 44.98%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
317,834
shares
|
$20.8 Million
7.09% of portfolio
|
Q4 2024
Added 2613.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
314,439
shares
|
$20.6 Million
0.75% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
314,379
shares
|
$20.6 Million
1.36% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
300,822
shares
|
$19.7 Million
7.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
279,375
shares
|
$18.3 Million
3.26% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
274,510
shares
|
$18 Million
15.26% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
245,223
shares
|
$16.1 Million
3.48% of portfolio
|
Q4 2024
Added 3.06%
|