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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
517
shares
|
$22,773
0.01% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$22,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
432
shares
|
$19,029
0.0% of portfolio
|
Q2 2025
Reduced 82.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
237
shares
|
$10,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
216
shares
|
$9,514
0.0% of portfolio
|
Q1 2025
Added 21500.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
185
shares
|
$8,149
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
155
shares
|
$6,827
0.0% of portfolio
|
Q1 2024
Reduced 58.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
141
shares
|
$6,211
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
138
shares
|
$6,078
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
74
shares
|
$3,259
0.0% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
57
shares
|
$2,510
0.0% of portfolio
|
Q2 2025
Reduced 98.5%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
49
shares
|
$2,158
0.0% of portfolio
|
Q2 2025
Reduced 99.57%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$1,585
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
23
shares
|
$1,013
0.0% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
16
shares
|
$704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16
shares
|
$704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|