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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
151,215
shares
|
$11 Million
0.74% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
150,889
shares
|
$11 Million
8.11% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
149,475
shares
|
$10.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
148,036
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
144,171
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
140,873
shares
|
$10.2 Million
4.93% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 23, 2026 Q4 2025 |
139,046
shares
|
$10.1 Million
5.21% of portfolio
|
Q4 2025
Added 7.35%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
138,264
shares
|
$10 Million
1.97% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
135,643
shares
|
$9.85 Million
8.35% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
135,218
shares
|
$9.82 Million
0.49% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
127,719
shares
|
$9.28 Million
2.97% of portfolio
|
Q3 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
127,332
shares
|
$9.25 Million
4.83% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
127,209
shares
|
$9.24 Million
1.1% of portfolio
|
Q4 2025
Added 77.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
127,162
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
126,729
shares
|
$9.21 Million
5.82% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$9.02 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
123,986
shares
|
$9.01 Million
0.67% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
122,937
shares
|
$8.93 Million
0.12% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
121,268
shares
|
$8.81 Million
3.33% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
118,737
shares
|
$8.63 Million
2.09% of portfolio
|
Q4 2025
Added 20.86%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$8.61 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
117,450
shares
|
$8.53 Million
1.65% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
113,203
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
112,046
shares
|
$8.14 Million
5.89% of portfolio
|
Q4 2025
Added 6.1%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
112,021
shares
|
$8.14 Million
5.77% of portfolio
|
Q3 2025
Added 29.54%
|
|