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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
8,332
shares
|
$367,024
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
7,574
shares
|
$333,634
0.15% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
7,368
shares
|
$324,560
0.09% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
6,890
shares
|
$303,504
0.03% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,137
shares
|
$270,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,985
shares
|
$263,639
0.03% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,913
shares
|
$260,467
0.02% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
5,800
shares
|
$255,489
0.15% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,758
shares
|
$253,639
0.02% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,631
shares
|
$248,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,538
shares
|
$243,948
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
5,326
shares
|
$234,610
0.1% of portfolio
|
Q2 2025
Added 48318.18%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
4,985
shares
|
$219,589
0.06% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,903
shares
|
$215,977
0.02% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,925
shares
|
$172,896
0.02% of portfolio
|
Q3 2023
Reduced 11.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,474
shares
|
$153,029
0.11% of portfolio
|
Q2 2025
Added 389.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,406
shares
|
$150,034
0.0% of portfolio
|
Q2 2025
Reduced 88.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,006
shares
|
$132,414
0.0% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2,218
shares
|
$97,702
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,810
shares
|
$79,730
0.0% of portfolio
|
Q2 2025
Added 174.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,291
shares
|
$56,868
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,289
shares
|
$56,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,039
shares
|
$45,767
0.0% of portfolio
|
Q1 2025
Added 122.01%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
850
shares
|
$37,442
0.01% of portfolio
|
Q2 2024
Added 23.01%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
565
shares
|
$24,888
0.01% of portfolio
|
Q2 2024
New holding
|