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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
244,838
shares
|
$16 Million
5.36% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
239,085
shares
|
$15.7 Million
0.09% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
237,244
shares
|
$15.5 Million
3.71% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
232,562
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
231,933
shares
|
$15.2 Million
11.55% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
225,194
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
224,602
shares
|
$14.7 Million
0.09% of portfolio
|
Q4 2024
Added 213.41%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Feb 03, 2025 Q4 2024 |
220,299
shares
|
$14.4 Million
8.69% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
214,564
shares
|
$14 Million
12.39% of portfolio
|
Q4 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
203,485
shares
|
$13.3 Million
11.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
197,058
shares
|
$12.9 Million
10.9% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
195,004
shares
|
$12.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
190,424
shares
|
$12.5 Million
9.15% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
190,076
shares
|
$12.4 Million
2.73% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
182,498
shares
|
$11.9 Million
0.1% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
182,245
shares
|
$11.9 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
181,724
shares
|
$11.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
176,862
shares
|
$11.6 Million
5.09% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
176,748
shares
|
$11.6 Million
2.01% of portfolio
|
Q4 2024
Added 179.04%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
173,877
shares
|
$11.4 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,862
shares
|
$11.3 Million
1.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
172,437
shares
|
$11.3 Million
0.42% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
171,827
shares
|
$11.2 Million
0.29% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
170,256
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
167,394
shares
|
$11 Million
6.6% of portfolio
|
Q4 2024
Added 14.68%
|