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 389 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
102,153
shares
|
$7.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.14%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
101,523
shares
|
$7.33 Million
3.79% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
100,038
shares
|
$7.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
99,489
shares
|
$7.19 Million
5.53% of portfolio
|
Q2 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
99,365
shares
|
$7.18 Million
0.66% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
98,921
shares
|
$7.15 Million
0.49% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
98,813
shares
|
$7.14 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
94,001
shares
|
$6.79 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
94,001
shares
|
$6.79 Million
0.96% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.67 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
92,017
shares
|
$6.65 Million
0.25% of portfolio
|
Q2 2025
Added 4776.36%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
91,378
shares
|
$6.6 Million
1.71% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
90,397
shares
|
$6.53 Million
3.97% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
89,293
shares
|
$6.45 Million
0.85% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.35 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
86,476
shares
|
$6.25 Million
4.18% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
84,125
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
83,800
shares
|
$6.05 Million
1.33% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
81,028
shares
|
$5.85 Million
0.97% of portfolio
|
Q2 2025
Reduced 74.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
80,789
shares
|
$5.84 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78,527
shares
|
$5.67 Million
1.76% of portfolio
|
Q2 2025
Reduced 39.38%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
77,347
shares
|
$5.59 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
77,303
shares
|
$5.58 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
77,169
shares
|
$5.57 Million
1.0% of portfolio
|
Q2 2025
Added 80.99%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
76,960
shares
|
$5.56 Million
4.61% of portfolio
|
Q2 2025
Reduced 1.53%
|