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 316 institutions that hold shares in the stock, with a total of 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
64,162
shares
|
$4.43 Million
1.46% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,800
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
61,193
shares
|
$4.23 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
|
$4.17 Million
0.31% of portfolio
|
Q4 2024
Added 80.86%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
60,024
shares
|
$4.15 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
59,402
shares
|
$4.1 Million
3.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
55,599
shares
|
$3.84 Million
0.81% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
54,858
shares
|
$3.79 Million
1.7% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,968
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,261
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
49,661
shares
|
$3.43 Million
0.04% of portfolio
|
Q3 2024
Added 106.63%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
48,847
shares
|
$3.37 Million
1.62% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
46,579
shares
|
$3.22 Million
1.02% of portfolio
|
Q3 2024
Added 40.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
45,679
shares
|
$3.16 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
45,411
shares
|
$3.14 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
44,918
shares
|
$3.1 Million
0.99% of portfolio
|
Q4 2024
Added 54.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
44,435
shares
|
$3.07 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,137
shares
|
$3.05 Million
1.38% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
39,258
shares
|
$2.71 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
38,886
shares
|
$2.69 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
36,749
shares
|
$2.54 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
35,559
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
35,123
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,612
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Added 74.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
33,190
shares
|
$2.29 Million
0.1% of portfolio
|
Q4 2024
Added 6.44%
|