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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
12,170
shares
|
$846,910
0.09% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
12,013
shares
|
$835,984
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
11,712
shares
|
$815,038
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
11,668
shares
|
$811,976
0.43% of portfolio
|
Q4 2024
Added 55.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,034
shares
|
$767,856
0.03% of portfolio
|
Q3 2022
Reduced 17.52%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
10,725
shares
|
$746,352
0.61% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
9,800
shares
|
$681,982
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
9,675
shares
|
$673,283
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,624
shares
|
$669,734
0.28% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
9,550
shares
|
$664,584
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,262
shares
|
$644,542
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,223
shares
|
$641,828
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,020
shares
|
$627,701
0.21% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
8,860
shares
|
$616,567
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,450
shares
|
$588,035
0.02% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8,358
shares
|
$581,633
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,198
shares
|
$570,498
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,949
shares
|
$553,170
0.0% of portfolio
|
Q3 2023
Reduced 11.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
7,700
shares
|
$535,843
0.02% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,600
shares
|
$528,884
0.01% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,545
shares
|
$525,056
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
7,486
shares
|
$520,950
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
7,476
shares
|
$520,254
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
7,455
shares
|
$518,793
0.4% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,932
shares
|
$482,397
0.02% of portfolio
|
Q3 2024
New holding
|