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 $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
110,580
shares
|
$4.81 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
104,886
shares
|
$4.56 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
103,060
shares
|
$4.48 Million
2.91% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
102,980
shares
|
$4.48 Million
1.2% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
93,660
shares
|
$4.07 Million
0.14% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
92,014
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
91,869
shares
|
$3.99 Million
1.79% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
83,875
shares
|
$3.65 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
80,336
shares
|
$3.49 Million
1.1% of portfolio
|
Q4 2024
Added 43.32%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
76,754
shares
|
$3.34 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
74,704
shares
|
$3.25 Million
0.32% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
74,375
shares
|
$3.23 Million
2.53% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
73,672
shares
|
$3.2 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
70,353
shares
|
$3.06 Million
1.17% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
70,073
shares
|
$3.05 Million
1.84% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
68,524
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
65,393
shares
|
$2.84 Million
0.76% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
61,020
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
59,123
shares
|
$2.57 Million
0.52% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
57,833
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
57,659
shares
|
$2.51 Million
0.23% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
53,219
shares
|
$2.31 Million
2.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
52,791
shares
|
$2.29 Million
1.01% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
50,362
shares
|
$2.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
45,217
shares
|
$1.97 Million
0.64% of portfolio
|
Q3 2023
Added 13.04%
|