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 |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
53,418
shares
|
$2.37 Million
2.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
52,427
shares
|
$2.33 Million
1.58% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
51,481
shares
|
$2.29 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
47,599
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
45,217
shares
|
$2.01 Million
0.64% of portfolio
|
Q3 2023
Added 13.04%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
43,737
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,736
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,066
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.27%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
39,054
shares
|
$1.74 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
38,563
shares
|
$1.71 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
|
$1.68 Million
0.0% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
35,920
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
35,700
shares
|
$1.59 Million
0.89% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
35,254
shares
|
$1.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 49.95%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
34,746
shares
|
$1.54 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
34,611
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,958
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.15%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
31,640
shares
|
$1.41 Million
1.09% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
29,597
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
28,716
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,329
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2022
Reduced 27.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
27,637
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,273
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
25,668
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 653.61%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
24,437
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Added 7.36%
|