Institutional Ownership American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 1.81 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
156,413
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
143,676
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
105,142
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
101,221
shares
|
$0
3.18% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
72,312
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
71,539
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
68,843
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
63,686
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
62,680
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
60,784
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
55,739
shares
|
$0
2.64% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
47,129
shares
|
$0
0.22% of portfolio
|
Q1 2025
Added 67.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
39,913
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
35,191
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
32,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 73.25%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
31,501
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
30,313
shares
|
$0
0.43% of portfolio
|
Q1 2025
Added 33.36%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,048
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
27,991
shares
|
$0
0.43% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
25,686
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
25,443
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
24,659
shares
|
$0
1.56% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
24,298
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
23,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.17%
|