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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,026,562
shares
|
$74.1 Million
9.22% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
962,249
shares
|
$69.5 Million
0.09% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
830,925
shares
|
$60 Million
0.81% of portfolio
|
Q2 2025
Added 220.94%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
743,458
shares
|
$53.7 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
742,520
shares
|
$53.6 Million
0.41% of portfolio
|
Q2 2025
Added 1114.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
736,509
shares
|
$53.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
686,247
shares
|
$49.6 Million
6.32% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
676,904
shares
|
$48.9 Million
5.22% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
654,293
shares
|
$47.3 Million
3.55% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
611,107
shares
|
$44.1 Million
0.08% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$41.7 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
562,632
shares
|
$40.6 Million
0.25% of portfolio
|
Q2 2025
Added 130.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
558,229
shares
|
$40.3 Million
0.67% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
536,993
shares
|
$38.8 Million
9.44% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
520,102
shares
|
$37.6 Million
9.39% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
500,782
shares
|
$36.2 Million
6.77% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
490,371
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
487,866
shares
|
$35.2 Million
3.98% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
485,224
shares
|
$35 Million
10.64% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
475,347
shares
|
$34.3 Million
1.78% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
472,476
shares
|
$34.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
420,664
shares
|
$30.4 Million
3.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
418,110
shares
|
$30.2 Million
2.7% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
416,887
shares
|
$30.1 Million
2.94% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
354,898
shares
|
$25.6 Million
1.33% of portfolio
|
Q2 2025
Added 8.56%
|