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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
149,475
shares
|
$10.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
148,036
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
146,448
shares
|
$10.6 Million
3.39% of portfolio
|
Q3 2025
Added 29.39%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
146,030
shares
|
$10.6 Million
7.78% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
144,171
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
140,873
shares
|
$10.2 Million
4.93% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
138,264
shares
|
$10 Million
1.97% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
135,218
shares
|
$9.82 Million
0.49% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
129,526
shares
|
$9.41 Million
5.01% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
127,719
shares
|
$9.28 Million
2.97% of portfolio
|
Q3 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
127,332
shares
|
$9.25 Million
4.83% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
127,162
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
126,729
shares
|
$9.21 Million
5.82% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
125,323
shares
|
$9.1 Million
7.87% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
124,103
shares
|
$9.02 Million
1.14% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
123,160
shares
|
$8.95 Million
0.61% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
122,937
shares
|
$8.93 Million
0.12% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
121,268
shares
|
$8.81 Million
3.33% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
118,498
shares
|
$8.61 Million
1.91% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
113,203
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
112,338
shares
|
$8.16 Million
1.6% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
112,021
shares
|
$8.14 Million
5.77% of portfolio
|
Q3 2025
Added 29.54%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
108,909
shares
|
$7.91 Million
5.19% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
108,255
shares
|
$7.86 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
106,891
shares
|
$7.77 Million
1.12% of portfolio
|
Q3 2025
Added 31.92%
|
|