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 119 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,187,794
shares
|
$50.4 Million
0.76% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
1,127,863
shares
|
$47.9 Million
0.35% of portfolio
|
Q4 2024
Added 4382.94%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
731,014
shares
|
$31 Million
4.16% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
365,236
shares
|
$15.5 Million
3.15% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
321,502
shares
|
$13.7 Million
4.63% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
310,991
shares
|
$13.2 Million
7.07% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
285,056
shares
|
$12.1 Million
3.35% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
282,232
shares
|
$12 Million
0.56% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
280,816
shares
|
$11.9 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
|
$11.7 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
|
$11.2 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
238,403
shares
|
$10.1 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
218,550
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
213,406
shares
|
$9.06 Million
3.84% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
209,508
shares
|
$8.9 Million
3.22% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
192,269
shares
|
$8.16 Million
3.15% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
185,948
shares
|
$7.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
158,032
shares
|
$6.71 Million
2.42% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
153,090
shares
|
$6.5 Million
2.55% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
142,358
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2024
Added 78.91%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
141,910
shares
|
$6.03 Million
0.48% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
139,311
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
128,220
shares
|
$5.44 Million
1.24% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
124,988
shares
|
$5.31 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
121,910
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2024
Added 0.13%
|