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 |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
53,318
shares
|
$2.35 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
52,427
shares
|
$2.31 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
|
$2.27 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
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
45,217
shares
|
$1.99 Million
0.64% of portfolio
|
Q3 2023
Added 13.04%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
43,737
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
41,341
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
40,874
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,066
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.27%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
38,563
shares
|
$1.7 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
|
$1.66 Million
0.0% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
35,254
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Reduced 49.95%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
34,746
shares
|
$1.53 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
34,611
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
32,849
shares
|
$1.45 Million
0.89% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,958
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
29,597
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
29,186
shares
|
$1.29 Million
1.07% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,329
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2022
Reduced 27.22%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
27,757
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,273
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
26,838
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
24,437
shares
|
$1.08 Million
0.31% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,556
shares
|
$1.04 Million
0.48% of portfolio
|
Q2 2025
Added 95.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,363
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.53%
|