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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
23,305
shares
|
$1.03 Million
0.71% of portfolio
|
Q2 2025
Added 58.26%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
22,943
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
22,553
shares
|
$993,459
0.19% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
21,759
shares
|
$958,483
0.2% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,450
shares
|
$900,822
0.01% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
20,386
shares
|
$898,003
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
20,178
shares
|
$888,840
0.1% of portfolio
|
Q2 2025
Added 178.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,090
shares
|
$884,964
0.02% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
19,743
shares
|
$869,679
0.39% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,653
shares
|
$821,664
0.0% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,116
shares
|
$709,909
0.0% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16,062
shares
|
$707,531
0.03% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
14,672
shares
|
$646,301
0.23% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
14,313
shares
|
$630,487
0.57% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
13,363
shares
|
$588,640
0.49% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,730
shares
|
$560,756
0.0% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
12,697
shares
|
$559,302
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,560
shares
|
$553,268
0.0% of portfolio
|
Q2 2025
Added 248.31%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
11,501
shares
|
$506,619
0.24% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
10,790
shares
|
$475,299
0.13% of portfolio
|
Q2 2025
Added 66.64%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
10,681
shares
|
$470,498
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
9,892
shares
|
$435,742
0.34% of portfolio
|
Q2 2025
Added 84.14%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
9,769
shares
|
$430,324
0.13% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,214
shares
|
$405,876
0.3% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,419
shares
|
$370,856
0.02% of portfolio
|
Q2 2025
Added 3.36%
|