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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,063
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 71.08%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
32,730
shares
|
$2.26 Million
0.45% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
32,190
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2024
Added 63.62%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
31,479
shares
|
$2.17 Million
0.73% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
31,415
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31,192
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
30,657
shares
|
$2.12 Million
0.42% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
30,098
shares
|
$2.08 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
29,140
shares
|
$2.01 Million
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,973
shares
|
$2 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
28,869
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
28,335
shares
|
$1.96 Million
0.61% of portfolio
|
Q4 2024
Added 30.17%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
28,093
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,677
shares
|
$1.91 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
27,355
shares
|
$1.89 Million
0.16% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,816
shares
|
$1.85 Million
0.38% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
25,681
shares
|
$1.77 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
25,608
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
25,353
shares
|
$1.75 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
24,876
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
24,302
shares
|
$1.68 Million
0.97% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,959
shares
|
$1.66 Million
0.41% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
23,825
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,801
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,752
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.15%
|