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 144 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $538 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
133,403
shares
|
$5.88 Million
0.32% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
128,552
shares
|
$5.66 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
128,539
shares
|
$5.66 Million
3.61% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
126,027
shares
|
$5.55 Million
1.55% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
122,516
shares
|
$5.4 Million
0.0% of portfolio
|
Q2 2025
Added 437.61%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
121,431
shares
|
$5.35 Million
0.94% of portfolio
|
Q2 2025
Added 63.97%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
116,003
shares
|
$5.11 Million
2.98% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
103,133
shares
|
$4.54 Million
2.8% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
101,653
shares
|
$4.48 Million
1.17% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
98,661
shares
|
$4.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
94,357
shares
|
$4.16 Million
1.69% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
94,015
shares
|
$4.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
89,120
shares
|
$3.93 Million
2.96% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
88,126
shares
|
$3.88 Million
0.04% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
82,555
shares
|
$3.64 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
79,896
shares
|
$3.52 Million
1.84% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
72,436
shares
|
$3.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
66,304
shares
|
$2.92 Million
1.09% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
65,393
shares
|
$2.88 Million
0.76% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
62,323
shares
|
$2.75 Million
1.72% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
61,996
shares
|
$2.73 Million
1.05% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
61,291
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
60,957
shares
|
$2.69 Million
0.33% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
60,836
shares
|
$2.68 Million
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
58,689
shares
|
$2.59 Million
1.27% of portfolio
|
Q2 2025
Reduced 16.28%
|