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 129 institutions that hold shares in the stock, with a total of 9.8 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
13,704
shares
|
$585,708
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
13,045
shares
|
$557,543
0.0% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
12,697
shares
|
$542,669
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
12,574
shares
|
$537,412
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
12,318
shares
|
$526,471
0.03% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,160
shares
|
$519,718
0.24% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,685
shares
|
$499,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
11,352
shares
|
$485,184
0.2% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,988
shares
|
$469,627
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
10,900
shares
|
$465,866
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
9,383
shares
|
$401,029
0.14% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
9,104
shares
|
$389,104
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
8,975
shares
|
$383,591
0.04% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,935
shares
|
$381,881
0.01% of portfolio
|
Q4 2024
Added 181.51%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
8,331
shares
|
$356,066
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
7,923
shares
|
$338,629
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
7,218
shares
|
$308,497
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,980
shares
|
$298,325
0.11% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
6,557
shares
|
$280,246
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,099
shares
|
$260,671
0.09% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,985
shares
|
$255,798
0.03% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,871
shares
|
$250,926
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,744
shares
|
$245,498
0.02% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,689
shares
|
$243,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
5,606
shares
|
$239,600
0.04% of portfolio
|
Q4 2024
Added 1.26%
|