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 143 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 |
|---|---|---|---|---|---|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,200,779
shares
|
$52.9 Million
5.44% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
1,124,974
shares
|
$49.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
736,986
shares
|
$32.5 Million
4.24% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
362,799
shares
|
$16 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
347,779
shares
|
$15.3 Million
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
337,781
shares
|
$14.9 Million
4.5% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
326,364
shares
|
$14.4 Million
1.26% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
322,564
shares
|
$14.2 Million
0.2% of portfolio
|
Q2 2025
Added 464.44%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
314,040
shares
|
$13.8 Million
3.9% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
305,545
shares
|
$13.5 Million
0.78% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
301,308
shares
|
$13.3 Million
0.55% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
297,943
shares
|
$13.1 Million
6.1% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
249,747
shares
|
$11 Million
2.92% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
234,465
shares
|
$10.3 Million
3.86% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
234,446
shares
|
$10.3 Million
4.46% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
229,823
shares
|
$10.1 Million
3.24% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
228,468
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
207,576
shares
|
$9.14 Million
0.41% of portfolio
|
Q2 2025
Added 113.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
199,629
shares
|
$8.79 Million
1.52% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
195,339
shares
|
$8.6 Million
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
179,963
shares
|
$7.93 Million
0.0% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
179,227
shares
|
$7.89 Million
0.0% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
169,789
shares
|
$7.48 Million
3.06% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
157,087
shares
|
$6.92 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
147,258
shares
|
$6.49 Million
1.15% of portfolio
|
Q2 2025
Added 4.85%
|