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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
93,774
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.43 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
91,218
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
89,636
shares
|
$6.24 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.12 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
84,843
shares
|
$5.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
84,542
shares
|
$5.88 Million
0.86% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
84,482
shares
|
$5.88 Million
3.82% of portfolio
|
Q3 2024
Added 1455.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
83,792
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2024
Added 41.11%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
82,616
shares
|
$5.75 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
82,231
shares
|
$5.72 Million
2.34% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
80,822
shares
|
$5.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
77,928
shares
|
$5.42 Million
1.22% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.12 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$5.03 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,768
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
71,663
shares
|
$4.99 Million
0.03% of portfolio
|
Q3 2024
Added 231.96%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
64,442
shares
|
$4.48 Million
2.47% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
64,357
shares
|
$4.48 Million
1.0% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
64,162
shares
|
$4.47 Million
1.46% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
63,392
shares
|
$4.41 Million
2.83% of portfolio
|
Q3 2024
Added 4029.77%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
63,342
shares
|
$4.41 Million
0.72% of portfolio
|
Q3 2024
Added 261.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,800
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.26 Million
0.9% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
60,356
shares
|
$4.2 Million
0.31% of portfolio
|
Q4 2024
Added 80.86%
|