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 142 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
565
shares
|
$24,419
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
500
shares
|
$21,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
280
shares
|
$12,101
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
216
shares
|
$9,335
0.0% of portfolio
|
Q1 2025
Added 21500.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
183
shares
|
$7,909
0.0% of portfolio
|
Q1 2025
Reduced 74.33%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
171
shares
|
$7,390
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
155
shares
|
$6,699
0.0% of portfolio
|
Q1 2024
Reduced 58.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
139
shares
|
$6,007
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
138
shares
|
$5,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
67
shares
|
$2,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$1,555
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
29
shares
|
$1,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21
shares
|
$907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
16
shares
|
$691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
11
shares
|
$475
0.11% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$172
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|