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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
108,909
shares
|
$7.91 Million
5.19% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
108,571
shares
|
$7.89 Million
1.53% of portfolio
|
Q4 2025
Added 68.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
108,255
shares
|
$7.86 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
106,891
shares
|
$7.77 Million
1.12% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
106,688
shares
|
$7.75 Million
0.51% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
105,060
shares
|
$7.63 Million
1.08% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
102,776
shares
|
$7.47 Million
0.67% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
102,221
shares
|
$7.43 Million
0.09% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
98,714
shares
|
$7.17 Million
1.57% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
97,207
shares
|
$7.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
96,023
shares
|
$6.98 Million
1.73% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
94,923
shares
|
$6.9 Million
3.9% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
94,187
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
93,324
shares
|
$6.78 Million
4.12% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
92,553
shares
|
$6.72 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.71 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
92,012
shares
|
$6.68 Million
0.6% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
90,901
shares
|
$6.6 Million
1.19% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
90,226
shares
|
$6.55 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
89,583
shares
|
$6.51 Million
0.83% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.38 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
86,836
shares
|
$6.31 Million
1.14% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
81,591
shares
|
$5.93 Million
1.66% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
81,172
shares
|
$5.9 Million
1.67% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
81,161
shares
|
$5.9 Million
1.39% of portfolio
|
Q3 2025
Added 4.99%
|
|