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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,805
shares
|
$435,636
0.13% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,214
shares
|
$409,378
0.3% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,419
shares
|
$374,056
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
8,332
shares
|
$370,190
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,664
shares
|
$340,511
0.14% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
6,890
shares
|
$306,122
0.03% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,137
shares
|
$272,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
6,015
shares
|
$267,246
0.07% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,985
shares
|
$265,913
0.03% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,913
shares
|
$262,714
0.02% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,825
shares
|
$258,804
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
5,800
shares
|
$257,694
0.13% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
5,659
shares
|
$251,429
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,538
shares
|
$246,053
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
5,326
shares
|
$236,634
0.1% of portfolio
|
Q2 2025
Added 48318.18%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
5,240
shares
|
$232,813
0.05% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,903
shares
|
$217,840
0.02% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,925
shares
|
$174,387
0.02% of portfolio
|
Q3 2023
Reduced 11.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,474
shares
|
$154,349
0.11% of portfolio
|
Q2 2025
Added 389.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,006
shares
|
$133,556
0.0% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2,218
shares
|
$98,545
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,810
shares
|
$80,418
0.0% of portfolio
|
Q2 2025
Added 174.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,291
shares
|
$57,359
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,289
shares
|
$57,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,039
shares
|
$46,162
0.0% of portfolio
|
Q1 2025
Added 122.01%
|