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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
428
shares
|
$29,570
0.0% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
373
shares
|
$25,770
0.0% of portfolio
|
Q2 2023
Reduced 2.36%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
343
shares
|
$23,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
325
shares
|
$22,454
0.01% of portfolio
|
Q4 2024
Added 151.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
298
shares
|
$20,588
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
286
shares
|
$19,759
0.01% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
279
shares
|
$19,276
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
262
shares
|
$18,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
262
shares
|
$18,101
0.01% of portfolio
|
Q4 2024
Reduced 99.09%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
87
shares
|
$6,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
79
shares
|
$5,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
40
shares
|
$2,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
36
shares
|
$2,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2
shares
|
$138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|