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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
36,821
shares
|
$2.68 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
36,509
shares
|
$2.65 Million
0.65% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
35,559
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
35,482
shares
|
$2.58 Million
0.92% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
35,421
shares
|
$2.57 Million
1.16% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
34,846
shares
|
$2.53 Million
0.69% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
34,814
shares
|
$2.53 Million
0.3% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,340
shares
|
$2.42 Million
0.23% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
32,468
shares
|
$2.36 Million
0.57% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
31,638
shares
|
$2.3 Million
0.42% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
30,793
shares
|
$2.24 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
30,072
shares
|
$2.18 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
29,650
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
29,296
shares
|
$2.13 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
29,141
shares
|
$2.12 Million
0.46% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
28,616
shares
|
$2.08 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
28,489
shares
|
$2.07 Million
1.17% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
26,526
shares
|
$1.93 Million
1.05% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
26,438
shares
|
$1.92 Million
1.55% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
26,333
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26,075
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
26,025
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
25,797
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
25,427
shares
|
$1.85 Million
0.71% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
25,158
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 2.1%
|
|