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 |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
231,933
shares
|
$16.1 Million
11.55% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,755
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Added 5394.96%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
209,017
shares
|
$14.5 Million
7.46% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
203,485
shares
|
$14.2 Million
11.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
200,063
shares
|
$13.9 Million
9.34% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
197,058
shares
|
$13.7 Million
10.9% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
195,004
shares
|
$13.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
193,366
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
189,161
shares
|
$13.2 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
187,197
shares
|
$13 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
186,993
shares
|
$13 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
182,498
shares
|
$12.7 Million
0.1% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
176,862
shares
|
$12.3 Million
5.09% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
173,877
shares
|
$12.1 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
171,874
shares
|
$12 Million
2.47% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
171,827
shares
|
$12 Million
0.29% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
167,394
shares
|
$11.6 Million
6.6% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
167,383
shares
|
$11.6 Million
5.88% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
166,128
shares
|
$11.6 Million
2.75% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
165,687
shares
|
$11.5 Million
0.66% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
165,198
shares
|
$11.5 Million
3.64% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
159,860
shares
|
$11.1 Million
5.82% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
158,065
shares
|
$11 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
156,079
shares
|
$10.9 Million
2.43% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
154,305
shares
|
$10.7 Million
2.31% of portfolio
|
Q3 2024
Added 0.29%
|