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 132 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
50,362
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
48,724
shares
|
$2.03 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
45,217
shares
|
$1.88 Million
0.64% of portfolio
|
Q3 2023
Added 13.04%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
38,563
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2022
Added 415.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,736
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
37,717
shares
|
$1.57 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
35,169
shares
|
$1.47 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
34,611
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
28,878
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 83.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,754
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,329
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2022
Reduced 27.22%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,269
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
28,066
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
28,036
shares
|
$1.17 Million
1.11% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,774
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
23,684
shares
|
$986,912
0.22% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
22,496
shares
|
$937,408
0.64% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22,065
shares
|
$919,448
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
21,656
shares
|
$902,405
0.21% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
21,308
shares
|
$887,904
0.0% of portfolio
|
Q4 2024
Added 240.44%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
20,452
shares
|
$852,234
0.28% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
19,720
shares
|
$821,732
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
18,718
shares
|
$779,979
0.19% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
18,186
shares
|
$757,810
0.56% of portfolio
|
Q4 2024
Added 42.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
17,350
shares
|
$722,974
0.02% of portfolio
|
Q4 2024
Added 10.1%
|