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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
152,902
shares
|
$10.6 Million
3.97% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
147,027
shares
|
$10.2 Million
7.67% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
146,739
shares
|
$10.2 Million
2.72% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
145,260
shares
|
$10.1 Million
5.88% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
139,956
shares
|
$9.74 Million
5.85% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
135,025
shares
|
$9.4 Million
4.45% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
134,747
shares
|
$9.38 Million
6.39% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
134,272
shares
|
$9.34 Million
0.44% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
132,137
shares
|
$9.2 Million
5.16% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$8.64 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
119,180
shares
|
$8.29 Million
0.09% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$8.25 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
115,176
shares
|
$8.02 Million
5.04% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
114,385
shares
|
$7.96 Million
4.59% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
113,470
shares
|
$7.9 Million
0.51% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
110,921
shares
|
$7.72 Million
4.56% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
110,237
shares
|
$7.67 Million
0.82% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
109,058
shares
|
$7.59 Million
0.16% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
108,143
shares
|
$7.53 Million
4.85% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
101,795
shares
|
$7.08 Million
0.58% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
100,447
shares
|
$6.99 Million
2.39% of portfolio
|
Q4 2024
Added 24.25%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
97,540
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,604
shares
|
$6.72 Million
0.03% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
95,527
shares
|
$6.65 Million
0.68% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
93,892
shares
|
$6.53 Million
3.67% of portfolio
|
Q3 2024
New holding
|