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 147 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,200,779
shares
|
$53.4 Million
5.44% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
1,124,974
shares
|
$50 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
736,986
shares
|
$32.7 Million
4.24% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
384,991
shares
|
$17.1 Million
3.27% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
358,277
shares
|
$15.9 Million
4.31% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
347,779
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
326,364
shares
|
$14.5 Million
1.26% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
322,564
shares
|
$14.3 Million
0.2% of portfolio
|
Q2 2025
Added 464.44%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
316,649
shares
|
$14.1 Million
3.7% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
305,545
shares
|
$13.6 Million
0.78% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
301,308
shares
|
$13.4 Million
0.55% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
296,184
shares
|
$13.2 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
256,630
shares
|
$11.4 Million
3.8% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
249,747
shares
|
$11.1 Million
2.92% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
236,768
shares
|
$10.5 Million
3.13% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
234,322
shares
|
$10.4 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
207,576
shares
|
$9.22 Million
0.41% of portfolio
|
Q2 2025
Added 113.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
199,629
shares
|
$8.87 Million
1.52% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
188,285
shares
|
$8.37 Million
3.2% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
182,278
shares
|
$8.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
179,963
shares
|
$8 Million
0.0% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
179,227
shares
|
$7.96 Million
0.0% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
169,888
shares
|
$7.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
164,072
shares
|
$7.29 Million
2.23% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
147,258
shares
|
$6.54 Million
1.15% of portfolio
|
Q2 2025
Added 4.85%
|