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 149 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
54,527
shares
|
$2.4 Million
1.47% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
53,418
shares
|
$2.35 Million
2.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
51,418
shares
|
$2.26 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
46,122
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
45,217
shares
|
$1.99 Million
0.64% of portfolio
|
Q3 2023
Added 13.04%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
43,046
shares
|
$1.9 Million
1.64% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,736
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
40,392
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
38,583
shares
|
$1.7 Million
0.7% of portfolio
|
Q3 2025
Reduced 34.26%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
38,563
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2022
Added 415.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,736
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
35,920
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
35,700
shares
|
$1.57 Million
0.89% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
35,614
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
34,746
shares
|
$1.53 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
34,611
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,930
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
33,755
shares
|
$1.49 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
33,435
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
31,640
shares
|
$1.39 Million
1.09% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
29,019
shares
|
$1.28 Million
0.66% of portfolio
|
Q3 2025
Added 24.52%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
28,716
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
28,456
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 39.15%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,329
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2022
Reduced 27.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
27,637
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|