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 351 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
29,663
shares
|
$1.93 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
29,140
shares
|
$1.9 Million
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,973
shares
|
$1.89 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
28,869
shares
|
$1.88 Million
0.35% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
28,335
shares
|
$1.84 Million
0.61% of portfolio
|
Q4 2024
Added 30.17%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
28,093
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
27,850
shares
|
$1.81 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,690
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 200.23%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,677
shares
|
$1.8 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
27,509
shares
|
$1.79 Million
0.59% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
27,355
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,816
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
25,223
shares
|
$1.64 Million
0.77% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
24,876
shares
|
$1.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,853
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
24,467
shares
|
$1.59 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
24,302
shares
|
$1.58 Million
0.97% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,959
shares
|
$1.56 Million
0.41% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
23,825
shares
|
$1.55 Million
0.21% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
23,737
shares
|
$1.54 Million
0.34% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
23,340
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
23,100
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
22,871
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
22,152
shares
|
$1.44 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,602
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|