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 428 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
12,863
shares
|
$934,496
0.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
12,295
shares
|
$893,231
0.6% of portfolio
|
Q4 2025
Added 31.29%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
12,272
shares
|
$891,560
0.09% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
11,893
shares
|
$864,026
0.27% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,607
shares
|
$843,248
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,473
shares
|
$833,513
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$801,620
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,404
shares
|
$755,850
0.02% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,956
shares
|
$723,303
0.0% of portfolio
|
Q3 2025
Added 589.95%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
9,912
shares
|
$720,106
0.22% of portfolio
|
Q4 2025
Added 11.21%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
9,614
shares
|
$698,457
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
9,545
shares
|
$693,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,492
shares
|
$689,593
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,981
shares
|
$652,469
0.01% of portfolio
|
Q3 2025
Reduced 24.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,910
shares
|
$647,311
0.01% of portfolio
|
Q3 2025
Added 350.23%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
8,754
shares
|
$635,978
0.63% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
8,666
shares
|
$629,584
0.01% of portfolio
|
Q4 2025
Reduced 9.09%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,429
shares
|
$612,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,337
shares
|
$605,683
0.06% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,274
shares
|
$601,106
0.07% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
8,224
shares
|
$597,473
0.02% of portfolio
|
Q4 2025
Added 21.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,155
shares
|
$592,460
0.0% of portfolio
|
Q3 2025
Added 1665.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
8,136
shares
|
$591,080
0.13% of portfolio
|
Q4 2025
Reduced 12.6%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
8,089
shares
|
$587,665
0.47% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$577,494
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|