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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,125
shares
|
$2.86 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
40,079
shares
|
$2.78 Million
1.28% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
39,482
shares
|
$2.74 Million
0.75% of portfolio
|
Q1 2025
Added 69.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
39,310
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
38,316
shares
|
$2.66 Million
0.43% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
38,000
shares
|
$2.64 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
37,856
shares
|
$2.63 Million
1.04% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
37,412
shares
|
$2.6 Million
0.08% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
37,347
shares
|
$2.59 Million
0.26% of portfolio
|
Q2 2025
Added 643.96%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
37,238
shares
|
$2.59 Million
2.13% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
36,660
shares
|
$2.55 Million
0.46% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
36,496
shares
|
$2.53 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
36,243
shares
|
$2.52 Million
3.11% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
35,559
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
34,384
shares
|
$2.39 Million
0.98% of portfolio
|
Q1 2025
Added 36.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,975
shares
|
$2.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,839
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
33,666
shares
|
$2.34 Million
0.55% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,775
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Added 261.12%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
32,758
shares
|
$2.28 Million
1.2% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
32,141
shares
|
$2.23 Million
0.48% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
31,703
shares
|
$2.2 Million
0.62% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,591
shares
|
$2.19 Million
0.5% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
31,482
shares
|
$2.19 Million
0.6% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
30,872
shares
|
$2.14 Million
0.65% of portfolio
|
Q1 2025
Added 12.23%
|