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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,600
shares
|
$525,084
0.01% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,545
shares
|
$521,284
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
7,486
shares
|
$517,207
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
7,455
shares
|
$515,065
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
|
$478,931
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,498
shares
|
$448,946
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
6,497
shares
|
$448,877
0.22% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,402
shares
|
$442,314
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,286
shares
|
$434,299
0.24% of portfolio
|
Q4 2024
Added 47.14%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,142
shares
|
$424,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,924
shares
|
$409,289
0.06% of portfolio
|
Q4 2024
Added 41.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,860
shares
|
$404,867
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,795
shares
|
$400,376
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
5,690
shares
|
$393,122
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
5,687
shares
|
$392,914
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
5,606
shares
|
$387,318
0.09% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,497
shares
|
$379,787
0.3% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
5,466
shares
|
$377,645
0.05% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
5,432
shares
|
$375,296
0.12% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,348
shares
|
$369,493
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
5,311
shares
|
$366,936
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
5,117
shares
|
$353,533
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,020
shares
|
$346,831
0.04% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
4,932
shares
|
$340,751
0.05% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,905
shares
|
$338,886
0.02% of portfolio
|
Q3 2024
Added 40.95%
|