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 116 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,721
shares
|
$446,958
0.0% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,331
shares
|
$389,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,320
shares
|
$346,860
0.05% of portfolio
|
Q3 2024
Added 39.06%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,134
shares
|
$339,106
0.02% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,782
shares
|
$324,431
0.04% of portfolio
|
Q4 2023
Reduced 26.97%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
7,639
shares
|
$318,469
0.13% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
7,306
shares
|
$304,587
0.04% of portfolio
|
Q3 2024
Added 49.53%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,105
shares
|
$296,207
0.13% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,259
shares
|
$260,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$260,645
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$260,645
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,101
shares
|
$254,350
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
5,657
shares
|
$235,840
0.12% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,536
shares
|
$230,795
0.05% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
4,985
shares
|
$207,824
0.21% of portfolio
|
Q3 2024
Reduced 23.11%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
4,935
shares
|
$205,740
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,747
shares
|
$197,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,616
shares
|
$192,441
0.0% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,405
shares
|
$183,644
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,925
shares
|
$163,633
0.02% of portfolio
|
Q3 2023
Reduced 11.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,807
shares
|
$158,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,367
shares
|
$140,370
0.0% of portfolio
|
Q3 2024
Added 14539.13%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,167
shares
|
$132,032
0.01% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,321
shares
|
$96,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2,218
shares
|
$92,468
0.07% of portfolio
|
Q4 2022
New holding
|