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 |
|---|---|---|---|---|---|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
30,858
shares
|
$2.14 Million
1.94% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,394
shares
|
$2.11 Million
0.36% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
30,072
shares
|
$2.09 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
28,973
shares
|
$2.01 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
27,359
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
26,388
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
26,234
shares
|
$1.82 Million
1.24% of portfolio
|
Q1 2025
Reduced 28.61%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
25,999
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2025
Added 170.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
25,380
shares
|
$1.76 Million
0.18% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
24,744
shares
|
$1.72 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,640
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
23,770
shares
|
$1.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
23,597
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
23,453
shares
|
$1.63 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,383
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Added 82.27%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
23,379
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
22,996
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
22,871
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
21,978
shares
|
$1.53 Million
0.69% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,740
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Added 211.15%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,132
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
20,474
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,298
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
19,980
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 114.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
19,752
shares
|
$1.37 Million
0.56% of portfolio
|
Q1 2025
New holding
|