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 420 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $7.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,091,822
shares
|
$79.3 Million
9.71% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,084,848
shares
|
$78.8 Million
11.22% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
989,447
shares
|
$71.9 Million
5.46% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
778,878
shares
|
$56.6 Million
0.38% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
777,969
shares
|
$56.5 Million
0.02% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
769,210
shares
|
$55.9 Million
6.63% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
726,655
shares
|
$52.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
692,318
shares
|
$50.3 Million
5.29% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
664,330
shares
|
$48.3 Million
3.51% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
618,632
shares
|
$44.9 Million
0.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
602,078
shares
|
$43.7 Million
0.71% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
602,060
shares
|
$43.7 Million
10.07% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,564
shares
|
$42 Million
0.05% of portfolio
|
Q3 2024
Added 162.81%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
569,107
shares
|
$41.3 Million
9.46% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
499,857
shares
|
$36.3 Million
0.18% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
498,600
shares
|
$36.2 Million
0.07% of portfolio
|
Q3 2025
Added 3345.75%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
488,379
shares
|
$35.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
487,749
shares
|
$35.4 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
487,352
shares
|
$35.4 Million
10.54% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
476,953
shares
|
$34.7 Million
1.76% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
469,010
shares
|
$34.1 Million
0.0% of portfolio
|
Q3 2025
Added 74.76%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
444,586
shares
|
$32.3 Million
2.79% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
434,856
shares
|
$31.6 Million
5.73% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
429,520
shares
|
$31.2 Million
3.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
390,561
shares
|
$28.4 Million
2.9% of portfolio
|
Q3 2025
Reduced 7.16%
|
|