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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
82,616
shares
|
$5.41 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
82,231
shares
|
$5.38 Million
2.34% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
81,769
shares
|
$5.35 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
81,091
shares
|
$5.31 Million
0.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
77,466
shares
|
$5.07 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
75,428
shares
|
$4.94 Million
3.88% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$4.82 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$4.73 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
70,899
shares
|
$4.64 Million
0.17% of portfolio
|
Q4 2024
Added 120.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
70,151
shares
|
$4.59 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
68,725
shares
|
$4.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
64,442
shares
|
$4.22 Million
2.47% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
64,162
shares
|
$4.2 Million
1.46% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.01 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
|
$3.95 Million
0.31% of portfolio
|
Q4 2024
Added 80.86%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
60,024
shares
|
$3.93 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
59,402
shares
|
$3.89 Million
3.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
55,599
shares
|
$3.64 Million
0.81% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
54,858
shares
|
$3.59 Million
1.7% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
54,468
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
54,180
shares
|
$3.55 Million
1.2% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
52,043
shares
|
$3.41 Million
0.04% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
49,412
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 150.02%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
48,947
shares
|
$3.2 Million
3.19% of portfolio
|
Q4 2024
New holding
|