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 379 institutions that hold shares in the stock, with a total of 82.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
139,950
shares
|
$9.72 Million
7.32% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
139,098
shares
|
$9.66 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
136,363
shares
|
$9.47 Million
5.06% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
135,302
shares
|
$9.4 Million
5.81% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
134,134
shares
|
$9.32 Million
5.3% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
133,529
shares
|
$9.27 Million
6.5% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
132,854
shares
|
$9.23 Million
3.02% of portfolio
|
Q1 2025
Added 1297.73%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
124,524
shares
|
$8.65 Million
0.61% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$8.62 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
122,938
shares
|
$8.54 Million
0.02% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
122,680
shares
|
$8.52 Million
7.13% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
122,176
shares
|
$8.49 Million
4.74% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
121,268
shares
|
$8.42 Million
3.33% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
121,158
shares
|
$8.41 Million
0.63% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
120,556
shares
|
$8.37 Million
0.98% of portfolio
|
Q2 2025
Added 587.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
120,124
shares
|
$8.34 Million
0.03% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$8.23 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
116,644
shares
|
$8.1 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
114,378
shares
|
$7.94 Million
0.76% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
110,789
shares
|
$7.69 Million
4.89% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
108,467
shares
|
$7.53 Million
0.11% of portfolio
|
Q1 2025
Added 286.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
103,958
shares
|
$7.22 Million
0.03% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,131
shares
|
$7.16 Million
0.09% of portfolio
|
Q1 2025
Added 98.16%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
101,523
shares
|
$7.05 Million
3.79% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
99,489
shares
|
$6.91 Million
5.53% of portfolio
|
Q2 2025
New holding
|