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 |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
76,849
shares
|
$5.55 Million
1.61% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
73,779
shares
|
$5.33 Million
1.28% of portfolio
|
Q2 2025
Added 103.57%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.32 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
73,090
shares
|
$5.28 Million
0.67% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$5.22 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
69,049
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.64%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
66,926
shares
|
$4.83 Million
1.38% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
65,369
shares
|
$4.72 Million
0.59% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
65,133
shares
|
$4.7 Million
0.19% of portfolio
|
Q2 2025
Added 184.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
63,487
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
63,063
shares
|
$4.56 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.42 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
61,154
shares
|
$4.42 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
60,344
shares
|
$4.36 Million
0.44% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
60,235
shares
|
$4.35 Million
1.29% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
59,816
shares
|
$4.32 Million
1.73% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
58,841
shares
|
$4.25 Million
2.51% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
58,814
shares
|
$4.25 Million
2.77% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
57,675
shares
|
$4.17 Million
3.08% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
55,356
shares
|
$4 Million
0.71% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
54,319
shares
|
$3.92 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
53,699
shares
|
$3.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 81.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
50,972
shares
|
$3.68 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
50,321
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 20.21%
|