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 |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
99,365
shares
|
$6.9 Million
0.66% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
98,998
shares
|
$6.88 Million
0.94% of portfolio
|
Q1 2025
Added 639.67%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
98,813
shares
|
$6.86 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
97,854
shares
|
$6.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
97,540
shares
|
$6.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
94,154
shares
|
$6.54 Million
1.03% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.41 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
90,397
shares
|
$6.28 Million
3.97% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
89,962
shares
|
$6.25 Million
2.35% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
88,266
shares
|
$6.13 Million
1.19% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
88,065
shares
|
$6.12 Million
4.27% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.1 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
87,169
shares
|
$6.05 Million
0.46% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
86,804
shares
|
$6.03 Million
0.88% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
85,545
shares
|
$5.94 Million
1.71% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
81,855
shares
|
$5.68 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
81,331
shares
|
$5.65 Million
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
80,067
shares
|
$5.56 Million
1.26% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78,527
shares
|
$5.45 Million
1.76% of portfolio
|
Q2 2025
Reduced 39.38%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
78,154
shares
|
$5.43 Million
4.47% of portfolio
|
Q1 2025
New holding
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
77,303
shares
|
$5.37 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.11 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
73,090
shares
|
$5.08 Million
0.67% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$5.02 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
68,872
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Added 26.44%
|