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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
4,075
shares
|
$283,579
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
4,071
shares
|
$283,300
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
3,876
shares
|
$269,730
0.05% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
3,833
shares
|
$266,738
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,827
shares
|
$266,320
0.08% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,736
shares
|
$259,988
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
3,717
shares
|
$258,666
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$254,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,615
shares
|
$251,567
0.0% of portfolio
|
Q4 2024
Reduced 89.86%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
3,585
shares
|
$249,480
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
3,536
shares
|
$246,070
0.08% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
3,511
shares
|
$244,330
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
3,470
shares
|
$241,477
0.08% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,469
shares
|
$241,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,304
shares
|
$229,925
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,300
shares
|
$229,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
3,208
shares
|
$223,244
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,156
shares
|
$219,626
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,132
shares
|
$217,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,113
shares
|
$216,633
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,021
shares
|
$210,231
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,836
shares
|
$197,357
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,239
shares
|
$155,812
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,140
shares
|
$148,922
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,983
shares
|
$137,996
0.0% of portfolio
|
Q3 2024
New holding
|