Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
438K+ 189.97% |
$30.7M - $32.3M
|
669K
$48.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
355K+ 3.54% |
$24.9M - $26.2M
|
10.4M
$754M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
55.5K+ 77.48% |
$3.9M - $4.1M
|
127K
$9.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
49.9K+ 4.54% |
$3.5M - $3.68M
|
1.15M
$83.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
47.1K+ 4.32% |
$3.3M - $3.47M
|
1.14M
$82.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
44.3K+ 68.94% |
$3.11M - $3.27M
|
109K
$7.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
43.5K+ 250.56% |
$3.05M - $3.21M
|
60.9K
$4.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
41.2KNew |
$2.89M - $3.04M
|
41.2K
$2.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
38.1K+ 17.14% |
$2.67M - $2.81M
|
260K
$18.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
35.8K+ 8.24% |
$2.51M - $2.64M
|
471K
$34.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
34.3KNew |
$2.4M - $2.53M
|
34.3K
$2.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
31.5K+ 12.6% |
$2.21M - $2.32M
|
282K
$20.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
30.7K+ 19.44% |
$2.16M - $2.27M
|
189K
$13.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
30.7K+ 20.93% |
$2.15M - $2.26M
|
177K
$12.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.2KNew |
$2.05M - $2.16M
|
29.2K
$2.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
28.7K+ 9.83% |
$2.01M - $2.12M
|
321K
$23.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
24.1K+ 11.05% |
$1.69M - $1.78M
|
243K
$17.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 20.86% |
$1.44M - $1.51M
|
119K
$8.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19K+ 3.16% |
$1.33M - $1.4M
|
621K
$45.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.5K+ 8.96% |
$1.16M - $1.22M
|
200K
$14.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16.3K+ 7.66% |
$1.14M - $1.2M
|
229K
$16.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 4.49% |
$781K - $821K
|
259K
$18.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
10.3K+ 8.23% |
$724K - $761K
|
136K
$9.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
9.52K+ 7.35% |
$668K - $702K
|
139K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.49K+ 22.67% |
$665K - $700K
|
51.3K
$3.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.83K+ 9.18% |
$619K - $651K
|
105K
$7.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8.83K+ 50.93% |
$619K - $651K
|
26.2K
$1.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.9K+ 67.35% |
$554K - $582K
|
19.6K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
7.42K+ 13.05% |
$521K - $547K
|
64.3K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.44K+ 6.1% |
$452K - $475K
|
112K
$8.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.34K+ 13.11% |
$445K - $468K
|
54.7K
$3.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 14.35% |
$436K - $459K
|
49.6K
$3.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.14K+ 3.71% |
$431K - $453K
|
172K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.94K+ 7.85% |
$417K - $438K
|
81.6K
$5.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.51KNew |
$386K - $406K
|
5.51K
$400K
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
5.45KNew |
$382K - $402K
|
5.45K
$396K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.11K+ 4.55% |
$359K - $377K
|
117K
$8.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.01K+ 2.4% |
$351K - $369K
|
214K
$15.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
4.86K+ 3.33% |
$341K - $358K
|
151K
$11M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.39K+ 25.27% |
$308K - $324K
|
21.8K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.39K+ 33.52% |
$308K - $324K
|
17.5K
$1.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.11KNew |
$288K - $303K
|
4.11K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.55K+ 19.14% |
$249K - $261K
|
22.1K
$1.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
3.35KNew |
$235K - $247K
|
3.35K
$243K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.05K+ 6.78% |
$214K - $225K
|
48K
$3.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.93K+ 31.29% |
$206K - $216K
|
12.3K
$893K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 3.9% |
$178K - $187K
|
67.5K
$4.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.24K+ 5.88% |
$157K - $165K
|
40.3K
$2.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 1.22% |
$144K - $151K
|
171K
$12.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 1189.09% |
$138K - $145K
|
2.13K
$155K
|
|