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 |
|---|---|---|---|---|---|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
573
shares
|
$41,628
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
523
shares
|
$37,995
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
508
shares
|
$36,906
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
499
shares
|
$36,252
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
462
shares
|
$33,564
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
438
shares
|
$31,820
0.0% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
374
shares
|
$27,171
0.01% of portfolio
|
Q4 2025
Reduced 55.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
335
shares
|
$24,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
279
shares
|
$20,269
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
183
shares
|
$13,294
0.0% of portfolio
|
Q4 2025
Reduced 27.67%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
176
shares
|
$12,786
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
139
shares
|
$10,098
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
94
shares
|
$6,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
92
shares
|
$6,683
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
89
shares
|
$6,465
0.0% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
62
shares
|
$4,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
61
shares
|
$4,431
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
38
shares
|
$2,760
0.0% of portfolio
|
Q2 2025
Added 3700.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
35
shares
|
$2,542
0.0% of portfolio
|
Q4 2025
Reduced 31.37%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,525
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
12
shares
|
$871
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
10
shares
|
$726
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
7
shares
|
$508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
4
shares
|
$290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
1
shares
|
$72
0.0% of portfolio
|
Q4 2025
New holding
|
|