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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
66,926
shares
|
$4.65 Million
1.38% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
65,369
shares
|
$4.54 Million
0.59% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
63,275
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
63,063
shares
|
$4.38 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
61,699
shares
|
$4.28 Million
1.35% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
61,629
shares
|
$4.28 Million
3.48% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.25 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
61,138
shares
|
$4.25 Million
0.04% of portfolio
|
Q1 2025
Added 1555.06%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
60,344
shares
|
$4.19 Million
0.44% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
60,235
shares
|
$4.18 Million
1.29% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
59,515
shares
|
$4.13 Million
3.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
58,199
shares
|
$4.04 Million
1.89% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
54,319
shares
|
$3.77 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
52,473
shares
|
$3.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
47,811
shares
|
$3.32 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,973
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
44,827
shares
|
$3.11 Million
1.48% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
44,713
shares
|
$3.11 Million
2.24% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
44,425
shares
|
$3.09 Million
0.63% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
42,637
shares
|
$2.96 Million
0.56% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
42,375
shares
|
$2.94 Million
0.27% of portfolio
|
Q1 2025
Added 645.12%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,861
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 6252.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
41,213
shares
|
$2.86 Million
0.31% of portfolio
|
Q1 2025
Added 534.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
41,155
shares
|
$2.86 Million
0.34% of portfolio
|
Q1 2025
Added 72.74%
|