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 124 institutions that hold shares in the stock, with a total of 9.73 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,187,794
shares
|
$51.6 Million
0.76% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
763,794
shares
|
$33.2 Million
4.29% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
365,236
shares
|
$15.9 Million
3.15% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
342,631
shares
|
$14.9 Million
0.89% of portfolio
|
Q4 2024
Added 29.51%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
321,502
shares
|
$14 Million
4.63% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
313,736
shares
|
$13.6 Million
6.59% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
302,921
shares
|
$13.1 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
301,308
shares
|
$13.1 Million
0.55% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
288,392
shares
|
$12.5 Million
1.12% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
285,056
shares
|
$12.4 Million
3.35% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
234,819
shares
|
$10.2 Million
4.08% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
214,281
shares
|
$9.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
213,406
shares
|
$9.26 Million
3.84% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
209,508
shares
|
$9.09 Million
3.22% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
208,414
shares
|
$9.05 Million
2.83% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
189,242
shares
|
$8.21 Million
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
158,032
shares
|
$6.86 Million
2.42% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
153,877
shares
|
$6.68 Million
0.0% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
153,868
shares
|
$6.68 Million
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
153,090
shares
|
$6.65 Million
2.55% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
134,205
shares
|
$5.83 Million
1.12% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
128,552
shares
|
$5.58 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
124,988
shares
|
$5.43 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
121,180
shares
|
$5.26 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
116,844
shares
|
$5.07 Million
0.32% of portfolio
|
Q4 2024
Added 4.81%
|