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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
22,004
shares
|
$1.53 Million
0.72% of portfolio
|
Q3 2024
Added 36.43%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
21,397
shares
|
$1.49 Million
0.31% of portfolio
|
Q4 2024
Added 448.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
20,800
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
19,763
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 194.4%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
19,583
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,273
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
19,140
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
18,069
shares
|
$1.26 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
17,964
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
17,708
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,474
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 261.86%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,881
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
16,524
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,896
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,846
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,705
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
15,523
shares
|
$1.08 Million
0.72% of portfolio
|
Q4 2024
Added 60.26%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
14,904
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
14,727
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,585
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 186.82%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,905
shares
|
$967,648
0.0% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,291
shares
|
$924,920
0.34% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
13,275
shares
|
$923,807
0.1% of portfolio
|
Q1 2024
Reduced 42.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
12,931
shares
|
$899,868
0.09% of portfolio
|
Q3 2024
Reduced 81.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,416
shares
|
$864,029
0.06% of portfolio
|
Q4 2024
Added 34.2%
|