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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
205,475
shares
|
$14.9 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
205,053
shares
|
$14.9 Million
0.13% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
204,859
shares
|
$14.9 Million
9.92% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
201,219
shares
|
$14.6 Million
13.87% of portfolio
|
Q3 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
200,443
shares
|
$14.6 Million
7.3% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
193,799
shares
|
$14.1 Million
3.04% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
190,039
shares
|
$13.8 Million
0.57% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
189,504
shares
|
$13.8 Million
7.07% of portfolio
|
Q3 2025
Reduced 21.94%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
188,881
shares
|
$13.7 Million
7.33% of portfolio
|
Q4 2025
Added 19.44%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
180,740
shares
|
$13.1 Million
7.2% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
179,389
shares
|
$13 Million
3.92% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
178,858
shares
|
$13 Million
2.15% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
177,696
shares
|
$12.9 Million
5.1% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
177,103
shares
|
$12.9 Million
4.11% of portfolio
|
Q4 2025
Added 20.93%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
176,347
shares
|
$12.8 Million
2.98% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
173,860
shares
|
$12.6 Million
0.15% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
173,765
shares
|
$12.6 Million
5.83% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,862
shares
|
$12.6 Million
1.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
171,637
shares
|
$12.5 Million
1.16% of portfolio
|
Q4 2025
Added 3.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
170,605
shares
|
$12.4 Million
0.24% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
167,498
shares
|
$12.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
166,724
shares
|
$12.1 Million
1.33% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
165,428
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
158,856
shares
|
$11.5 Million
7.58% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
152,930
shares
|
$11.1 Million
4.99% of portfolio
|
Q3 2025
Added 10.41%
|
|