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 361 institutions that hold shares in the stock, with a total of 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,795
shares
|
$5.26 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
83,057
shares
|
$5.22 Million
1.33% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
82,852
shares
|
$5.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
82,616
shares
|
$5.19 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
81,091
shares
|
$5.09 Million
0.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
80,067
shares
|
$5.03 Million
1.26% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$4.62 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$4.54 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
70,151
shares
|
$4.41 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
68,725
shares
|
$4.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
64,311
shares
|
$4.04 Million
1.44% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
63,124
shares
|
$3.96 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
61,699
shares
|
$3.87 Million
1.35% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$3.84 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
60,356
shares
|
$3.79 Million
0.31% of portfolio
|
Q4 2024
Added 80.86%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
59,515
shares
|
$3.74 Million
3.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
59,183
shares
|
$3.72 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
57,144
shares
|
$3.59 Million
0.51% of portfolio
|
Q1 2025
Added 96.1%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
56,888
shares
|
$3.57 Million
1.2% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
55,599
shares
|
$3.49 Million
0.81% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
54,858
shares
|
$3.45 Million
1.7% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
54,468
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
52,913
shares
|
$3.32 Million
0.42% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
52,043
shares
|
$3.27 Million
0.04% of portfolio
|
Q4 2024
Added 4.8%
|