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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,021
shares
|
$208,720
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
3,004
shares
|
$207,546
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,836
shares
|
$195,939
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,681
shares
|
$185,230
0.02% of portfolio
|
Q4 2024
Added 44.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,239
shares
|
$154,692
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,140
shares
|
$147,852
0.02% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,983
shares
|
$137,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,917
shares
|
$132,445
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,119
shares
|
$77,311
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,017
shares
|
$70,264
0.03% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
994
shares
|
$68,675
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
950
shares
|
$65,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
927
shares
|
$64,046
0.0% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
911
shares
|
$62,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
833
shares
|
$57,551
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
810
shares
|
$55,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
757
shares
|
$52,301
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
735
shares
|
$50,781
0.01% of portfolio
|
Q3 2023
Reduced 10.91%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
719
shares
|
$49,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
621
shares
|
$42,904
0.02% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
620
shares
|
$42,835
0.0% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
577
shares
|
$39,864
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
573
shares
|
$39,588
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
532
shares
|
$36,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
470
shares
|
$32,472
0.01% of portfolio
|
Q2 2024
New holding
|