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 107 institutions that hold shares in the stock, with a total of 1.95 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.
|
Jul 29, 2025 Q2 2025 |
163,928
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
146,880
shares
|
$0
4.13% of portfolio
|
Q2 2025
Added 45.11%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
103,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
90,854
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
77,634
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
71,539
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
70,462
shares
|
$0
0.34% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
68,166
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
65,321
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
62,581
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,069
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
55,739
shares
|
$0
2.64% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
39,144
shares
|
$0
0.55% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
35,693
shares
|
$0
2.14% of portfolio
|
Q2 2025
Added 59.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
35,191
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
34,775
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
33,073
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
30,390
shares
|
$0
0.44% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
28,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,722
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
25,686
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
25,483
shares
|
$0
1.08% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
25,424
shares
|
$0
0.28% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,772
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.68%
|