Institutional Ownership American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
1,068,858
shares
|
$44.6 Million
0.82% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
731,014
shares
|
$30.5 Million
4.16% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
386,192
shares
|
$16.1 Million
4.42% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
310,991
shares
|
$13 Million
7.07% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
282,232
shares
|
$11.8 Million
0.56% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
281,982
shares
|
$11.8 Million
4.53% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
281,068
shares
|
$11.7 Million
4.01% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
280,816
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
274,771
shares
|
$11.5 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
264,568
shares
|
$11 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
238,403
shares
|
$9.94 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
218,550
shares
|
$9.11 Million
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
201,967
shares
|
$8.42 Million
4.04% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
192,956
shares
|
$8.04 Million
3.45% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
192,269
shares
|
$8.02 Million
3.15% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
185,948
shares
|
$7.75 Million
0.04% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
158,915
shares
|
$6.63 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
148,096
shares
|
$6.17 Million
2.55% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
142,358
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2024
Added 78.91%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
141,910
shares
|
$5.92 Million
0.48% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
139,311
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
128,220
shares
|
$5.35 Million
1.24% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
121,910
shares
|
$5.08 Million
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
114,643
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
111,485
shares
|
$4.65 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.86%
|