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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
101,795
shares
|
$7.03 Million
0.58% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
100,447
shares
|
$6.94 Million
2.39% of portfolio
|
Q4 2024
Added 24.25%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
97,540
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,604
shares
|
$6.67 Million
0.03% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
95,527
shares
|
$6.6 Million
0.68% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
93,892
shares
|
$6.49 Million
3.67% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
93,774
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
92,360
shares
|
$6.38 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
91,218
shares
|
$6.3 Million
0.02% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
89,636
shares
|
$6.19 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
87,875
shares
|
$6.07 Million
2.44% of portfolio
|
Q4 2023
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
84,542
shares
|
$5.84 Million
0.86% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
84,482
shares
|
$5.84 Million
3.82% of portfolio
|
Q3 2024
Added 1455.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,795
shares
|
$5.79 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
83,057
shares
|
$5.74 Million
1.33% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
82,852
shares
|
$5.72 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
82,616
shares
|
$5.71 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
82,231
shares
|
$5.68 Million
2.34% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
80,822
shares
|
$5.58 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
77,466
shares
|
$5.35 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,597
shares
|
$5.08 Million
2.88% of portfolio
|
Q1 2023
Added 16.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,245
shares
|
$4.99 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,768
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
71,663
shares
|
$4.95 Million
0.03% of portfolio
|
Q3 2024
Added 231.96%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
64,442
shares
|
$4.45 Million
2.47% of portfolio
|
Q4 2024
Added 11.65%
|