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 |
|---|---|---|---|---|---|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,556
shares
|
$1.05 Million
0.48% of portfolio
|
Q2 2025
Added 95.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,363
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
23,305
shares
|
$1.04 Million
0.71% of portfolio
|
Q2 2025
Added 58.26%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
22,553
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
21,759
shares
|
$966,752
0.2% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,450
shares
|
$908,593
0.01% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
20,386
shares
|
$905,749
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
20,178
shares
|
$896,508
0.1% of portfolio
|
Q2 2025
Added 178.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,090
shares
|
$892,598
0.02% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
19,743
shares
|
$877,181
0.39% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
19,418
shares
|
$862,741
0.06% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
18,868
shares
|
$838,305
0.03% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,653
shares
|
$828,752
0.0% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
16,574
shares
|
$736,382
0.11% of portfolio
|
Q3 2025
Added 55.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,116
shares
|
$716,033
0.0% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
14,672
shares
|
$651,876
0.21% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
14,313
shares
|
$635,926
0.57% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
13,363
shares
|
$593,718
0.49% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
12,952
shares
|
$575,457
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,730
shares
|
$565,593
0.0% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
12,697
shares
|
$564,127
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,560
shares
|
$558,040
0.0% of portfolio
|
Q2 2025
Added 248.31%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
11,335
shares
|
$503,614
0.16% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
10,790
shares
|
$479,399
0.12% of portfolio
|
Q2 2025
Added 66.64%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
9,892
shares
|
$439,501
0.34% of portfolio
|
Q2 2025
Added 84.14%
|