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 306 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $4.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
623,789
shares
|
$43.4 Million
3.48% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$40.2 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
568,661
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
541,011
shares
|
$37.6 Million
0.07% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
494,434
shares
|
$34.4 Million
4.19% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
487,382
shares
|
$33.9 Million
7.06% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
436,160
shares
|
$30.4 Million
1.83% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
431,448
shares
|
$30 Million
2.99% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
431,442
shares
|
$30 Million
9.88% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
417,879
shares
|
$29.1 Million
9.47% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
410,331
shares
|
$28.6 Million
15.5% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
407,169
shares
|
$28.3 Million
0.01% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
367,335
shares
|
$25.6 Million
2.97% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
358,632
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
345,841
shares
|
$24.1 Million
0.44% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
314,439
shares
|
$21.9 Million
0.75% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
314,379
shares
|
$21.9 Million
1.36% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
300,822
shares
|
$20.9 Million
7.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
293,058
shares
|
$20.4 Million
3.36% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
274,510
shares
|
$19.1 Million
15.26% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
244,838
shares
|
$17 Million
5.36% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
237,947
shares
|
$16.6 Million
3.54% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
237,244
shares
|
$16.5 Million
3.71% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
234,695
shares
|
$16.3 Million
1.73% of portfolio
|
Q4 2023
Added 52.98%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
231,933
shares
|
$16.1 Million
11.55% of portfolio
|
Q4 2024
Added 0.9%
|