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 382 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.61 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
955,336
shares
|
$66.3 Million
0.09% of portfolio
|
Q1 2025
Added 13.38%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
830,934
shares
|
$57.7 Million
0.02% of portfolio
|
Q1 2025
Added 22.51%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
743,458
shares
|
$51.6 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
686,247
shares
|
$47.7 Million
6.32% of portfolio
|
Q2 2025
Added 10.6%
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
676,904
shares
|
$47 Million
5.22% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
655,328
shares
|
$45.5 Million
0.01% of portfolio
|
Q1 2025
Added 33.36%
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
628,533
shares
|
$43.7 Million
3.55% of portfolio
|
Q1 2025
Added 0.95%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
591,062
shares
|
$41 Million
0.08% of portfolio
|
Q1 2025
Added 5.14%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$40.1 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
536,993
shares
|
$37.3 Million
9.44% of portfolio
|
Q2 2025
Added 15.66%
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
534,700
shares
|
$37.1 Million
0.69% of portfolio
|
Q1 2025
Added 22.17%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
520,102
shares
|
$36.1 Million
9.39% of portfolio
|
Q2 2025
Added 7.81%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
500,782
shares
|
$34.8 Million
6.77% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
491,200
shares
|
$34.1 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
490,071
shares
|
$34 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
474,795
shares
|
$33 Million
10.55% of portfolio
|
Q1 2025
Added 5.38%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
464,559
shares
|
$32.3 Million
1.94% of portfolio
|
Q1 2025
Added 4.14%
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
419,347
shares
|
$29.1 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
418,110
shares
|
$29 Million
2.7% of portfolio
|
Q2 2025
Added 9.53%
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
416,887
shares
|
$29 Million
2.94% of portfolio
|
Q2 2025
New holding
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
411,685
shares
|
$28.6 Million
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
345,971
shares
|
$24 Million
13.48% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
340,841
shares
|
$23.7 Million
0.46% of portfolio
|
Q1 2025
Added 74.79%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
330,146
shares
|
$22.9 Million
0.45% of portfolio
|
Q2 2025
Added 146.73%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
327,396
shares
|
$22.7 Million
0.75% of portfolio
|
Q1 2025
Added 4.12%
|