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 |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
23,161
shares
|
$0
0.97% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
22,421
shares
|
$0
1.31% of portfolio
|
Q1 2025
Added 79.57%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
20,608
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
17,941
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
16,003
shares
|
$0
0.21% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
15,405
shares
|
$0
0.79% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
13,819
shares
|
$0
0.76% of portfolio
|
Q1 2025
Added 134.5%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,401
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
12,582
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
11,055
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,882
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,457
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 75.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,333
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,019
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
9,728
shares
|
$0
0.38% of portfolio
|
Q1 2025
Added 40.54%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,321
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
9,031
shares
|
$0
0.28% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
8,829
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,254
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,241
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,179
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
8,032
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.21%
|